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 | $274,152 | $138,044+98.6% | $125,339+118.7% | $134,475+103.9% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -15.93% | 750.33%-766.3pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $3,272 | $5,243-37.6% | $4,814-32.0% | $4,740-31.0% |
| Participant deferral / active EE | $8,880 | $7,799+13.9% | $7,446+19.3% | $6,400+38.8% |
| Admin fee / account holder | $14,441 | $11,571+24.8% | $10,010+44.3% | $11,426+26.4% |