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 | $345,292 | $138,044+150.1% | $125,339+175.5% | $134,475+156.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.49% | 750.33%-760.8pp | 572.05%-582.5pp | 417.96%-428.4pp |
| Employer contribution / active EE | $5,167 | $5,243-1.5% | $4,814+7.3% | $4,740+9.0% |
| Participant deferral / active EE | $8,665 | $7,799+11.1% | $7,446+16.4% | $6,400+35.4% |
| Admin fee / account holder | $33,340 | $11,571+188.1% | $10,010+233.1% | $11,426+191.8% |