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 8-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 | $385,076 | $138,044+179.0% | $125,339+207.2% | $134,475+186.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.33% | 750.33%-760.7pp | 572.05%-582.4pp | 417.96%-428.3pp |
| Employer contribution / active EE | $13,448 | $5,243+156.5% | $4,814+179.4% | $4,740+183.7% |
| Participant deferral / active EE | $6,750 | $7,799-13.4% | $7,446-9.4% | $6,400+5.5% |
| Admin fee / account holder | $14,173 | $11,571+22.5% | $10,010+41.6% | $11,426+24.0% |