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 | $304,442 | $138,044+120.5% | $125,339+142.9% | $134,475+126.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.96% | 750.33%-763.3pp | 572.05%-585.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $3,767 | $5,243-28.2% | $4,814-21.7% | $4,740-20.5% |
| Participant deferral / active EE | $15,068 | $7,799+93.2% | $7,446+102.3% | $6,400+135.4% |
| Admin fee / account holder | $1,701 | $11,571-85.3% | $10,010-83.0% | $11,426-85.1% |