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 | $305,779 | $138,044+121.5% | $125,339+144.0% | $134,475+127.4% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -18.56% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $11,742 | $5,243+123.9% | $4,814+143.9% | $4,740+147.7% |
| Participant deferral / active EE | $8,523 | $7,799+9.3% | $7,446+14.5% | $6,400+33.2% |
| Admin fee / account holder | $1,325 | $11,571-88.5% | $10,010-86.8% | $11,426-88.4% |