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 6-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 | $312,786 | $138,044+126.6% | $125,339+149.6% | $134,475+132.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.15% | 750.33%-765.5pp | 572.05%-587.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $4,210 | $5,243-19.7% | $4,814-12.5% | $4,740-11.2% |
| Participant deferral / active EE | $11,420 | $7,799+46.4% | $7,446+53.4% | $6,400+78.4% |
| Admin fee / account holder | $7,061 | $11,571-39.0% | $10,010-29.5% | $11,426-38.2% |