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 | $276,940 | $138,044+100.6% | $125,339+121.0% | $134,475+105.9% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -19.62% | 750.33%-769.9pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,783 | $5,243-46.9% | $4,814-42.2% | $4,740-41.3% |
| Participant deferral / active EE | $6,543 | $7,799-16.1% | $7,446-12.1% | $6,400+2.2% |
| Admin fee / account holder | $48,817 | $11,571+321.9% | $10,010+387.7% | $11,426+327.3% |