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 | $867,572 | $138,044+528.5% | $125,339+592.2% | $134,475+545.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.50% | 750.33%-762.8pp | 572.05%-584.6pp | 417.96%-430.5pp |
| Employer contribution / active EE | $3,673 | $5,243-29.9% | $4,814-23.7% | $4,740-22.5% |
| Participant deferral / active EE | $7,214 | $7,799-7.5% | $7,446-3.1% | $6,400+12.7% |
| Admin fee / account holder | $7,664 | $11,571-33.8% | $10,010-23.4% | $11,426-32.9% |