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 | $412,414 | $138,044+198.8% | $125,339+229.0% | $134,475+206.7% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -20.20% | 750.33%-770.5pp | 572.05%-592.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,494 | $5,243-52.4% | $4,814-48.2% | $4,740-47.4% |
| Participant deferral / active EE | $12,356 | $7,799+58.4% | $7,446+65.9% | $6,400+93.1% |
| Admin fee / account holder | $2,059 | $11,571-82.2% | $10,010-79.4% | $11,426-82.0% |