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 | $294,025 | $138,044+113.0% | $125,339+134.6% | $134,475+118.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.05% | 750.33%-763.4pp | 572.05%-585.1pp | 417.96%-431.0pp |
| Employer contribution / active EE | $3,920 | $5,243-25.2% | $4,814-18.6% | $4,740-17.3% |
| Participant deferral / active EE | $9,066 | $7,799+16.2% | $7,446+21.7% | $6,400+41.7% |
| Admin fee / account holder | $35,376 | $11,571+205.7% | $10,010+253.4% | $11,426+209.6% |