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 | $444,914 | $138,044+222.3% | $125,339+255.0% | $134,475+230.9% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -15.06% | 750.33%-765.4pp | 572.05%-587.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,018 | $5,243-80.6% | $4,814-78.8% | $4,740-78.5% |
| Participant deferral / active EE | $2,867 | $7,799-63.2% | $7,446-61.5% | $6,400-55.2% |
| Admin fee / account holder | $3,163 | $11,571-72.7% | $10,010-68.4% | $11,426-72.3% |