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 | $250,952 | $138,044+81.8% | $125,339+100.2% | $134,475+86.6% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.3pp |
| Annual return | -13.37% | 750.33%-763.7pp | 572.05%-585.4pp | 417.96%-431.3pp |
| Employer contribution / active EE | $8,252 | $5,243+57.4% | $4,814+71.4% | $4,740+74.1% |
| Participant deferral / active EE | $7,854 | $7,799+0.7% | $7,446+5.5% | $6,400+22.7% |
| Admin fee / account holder | $452 | $11,571-96.1% | $10,010-95.5% | $11,426-96.0% |