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 | $665,095 | $138,044+381.8% | $125,339+430.6% | $134,475+394.6% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -17.33% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $31,485 | $5,243+500.5% | $4,814+554.1% | $4,740+564.3% |
| Participant deferral / active EE | $5,599 | $7,799-28.2% | $7,446-24.8% | $6,400-12.5% |
| Admin fee / account holder | $100,025 | $11,571+764.4% | $10,010+899.3% | $11,426+775.4% |