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 | $355,617 | $138,044+157.6% | $125,339+183.7% | $134,475+164.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.80% | 750.33%-763.1pp | 572.05%-584.8pp | 417.96%-430.8pp |
| Employer contribution / active EE | $3,296 | $5,243-37.1% | $4,814-31.5% | $4,740-30.5% |
| Participant deferral / active EE | $9,000 | $7,799+15.4% | $7,446+20.9% | $6,400+40.6% |
| Admin fee / account holder | $16,709 | $11,571+44.4% | $10,010+66.9% | $11,426+46.2% |