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 | $299,231 | $138,044+116.8% | $125,339+138.7% | $134,475+122.5% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.3pp |
| Annual return | -17.77% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,798 | $5,243-65.7% | $4,814-62.7% | $4,740-62.1% |
| Participant deferral / active EE | $6,021 | $7,799-22.8% | $7,446-19.1% | $6,400-5.9% |
| Admin fee / account holder | $24,181 | $11,571+109.0% | $10,010+141.6% | $11,426+111.6% |