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 | $379,785 | $138,044+175.1% | $125,339+203.0% | $134,475+182.4% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -9.23% | 750.33%-759.6pp | 572.05%-581.3pp | 417.96%-427.2pp |
| Employer contribution / active EE | $22,029 | $5,243+320.1% | $4,814+357.6% | $4,740+364.8% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,446-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,744 | $11,571-59.0% | $10,010-52.6% | $11,426-58.5% |