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 | $276,238 | $138,044+100.1% | $125,339+120.4% | $134,475+105.4% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -15.49% | 750.33%-765.8pp | 572.05%-587.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $5,440 | $5,243+3.7% | $4,814+13.0% | $4,740+14.8% |
| Participant deferral / active EE | $12,824 | $7,799+64.4% | $7,446+72.2% | $6,400+100.4% |
| Admin fee / account holder | $5,447 | $11,571-52.9% | $10,010-45.6% | $11,426-52.3% |