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 | $269,187 | $138,044+95.0% | $125,339+114.8% | $134,475+100.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.35% | 750.33%-764.7pp | 572.05%-586.4pp | 417.96%-432.3pp |
| Employer contribution / active EE | $18,511 | $5,243+253.0% | $4,814+284.5% | $4,740+290.5% |
| Participant deferral / active EE | $10,966 | $7,799+40.6% | $7,446+47.3% | $6,400+71.4% |
| Admin fee / account holder | $13,873 | $11,571+19.9% | $10,010+38.6% | $11,426+21.4% |