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 | $361,520 | $138,044+161.9% | $125,339+188.4% | $134,475+168.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -13.46% | 750.33%-763.8pp | 572.05%-585.5pp | 417.96%-431.4pp |
| Employer contribution / active EE | $2,502 | $5,243-52.3% | $4,814-48.0% | $4,740-47.2% |
| Participant deferral / active EE | $10,552 | $7,799+35.3% | $7,446+41.7% | $6,400+64.9% |
| Admin fee / account holder | $2,602 | $11,571-77.5% | $10,010-74.0% | $11,426-77.2% |