See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,367 | $138,044+121.9% | $125,339+144.4% | $134,475+127.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.51% | 750.33%-764.8pp | 572.05%-586.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $7,157 | $5,243+36.5% | $4,814+48.7% | $4,740+51.0% |
| Participant deferral / active EE | $24,375 | $7,799+212.5% | $7,446+227.3% | $6,400+280.9% |
| Admin fee / account holder | $1,240 | $11,571-89.3% | $10,010-87.6% | $11,426-89.1% |