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 | $286,537 | $138,044+107.6% | $125,339+128.6% | $134,475+113.1% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -18.53% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $5,144 | $5,243-1.9% | $4,814+6.9% | $4,740+8.5% |
| Participant deferral / active EE | $10,014 | $7,799+28.4% | $7,446+34.5% | $6,400+56.5% |
| Admin fee / account holder | $2,406 | $11,571-79.2% | $10,010-76.0% | $11,426-78.9% |