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 | $677,223 | $138,044+390.6% | $125,339+440.3% | $134,475+403.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.02% | 750.33%-760.3pp | 572.05%-582.1pp | 417.96%-428.0pp |
| Employer contribution / active EE | $6,437 | $5,243+22.8% | $4,814+33.7% | $4,740+35.8% |
| Participant deferral / active EE | $9,540 | $7,799+22.3% | $7,446+28.1% | $6,400+49.1% |
| Admin fee / account holder | $20,291 | $11,571+75.4% | $10,010+102.7% | $11,426+77.6% |