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 | $792,129 | $138,044+473.8% | $125,339+532.0% | $134,475+489.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -13.05% | 750.33%-763.4pp | 572.05%-585.1pp | 417.96%-431.0pp |
| Employer contribution / active EE | $2,306 | $5,243-56.0% | $4,814-52.1% | $4,740-51.3% |
| Participant deferral / active EE | $5,809 | $7,799-25.5% | $7,446-22.0% | $6,400-9.2% |
| Admin fee / account holder | $29,626 | $11,571+156.0% | $10,010+196.0% | $11,426+159.3% |