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 | $288,900 | $138,044+109.3% | $125,339+130.5% | $134,475+114.8% |
| Participation rate | 94.4% | 84.5%+10.0pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -16.75% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $7,233 | $5,243+37.9% | $4,814+50.3% | $4,740+52.6% |
| Participant deferral / active EE | $17,720 | $7,799+127.2% | $7,446+138.0% | $6,400+176.9% |
| Admin fee / account holder | $50,233 | $11,571+334.1% | $10,010+401.8% | $11,426+339.6% |