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 7-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 | $285,967 | $138,044+107.2% | $125,339+128.2% | $134,475+112.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.43% | 750.33%-758.8pp | 572.05%-580.5pp | 417.96%-426.4pp |
| Employer contribution / active EE | $1,326 | $5,243-74.7% | $4,814-72.5% | $4,740-72.0% |
| Participant deferral / active EE | $10,518 | $7,799+34.9% | $7,446+41.2% | $6,400+64.3% |
| Admin fee / account holder | $4,274 | $11,571-63.1% | $10,010-57.3% | $11,426-62.6% |