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 | $900,597 | $138,044+552.4% | $125,339+618.5% | $134,475+569.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.80% | 750.33%-761.1pp | 572.05%-582.8pp | 417.96%-428.8pp |
| Employer contribution / active EE | $3,780 | $5,243-27.9% | $4,814-21.5% | $4,740-20.3% |
| Participant deferral / active EE | $10,536 | $7,799+35.1% | $7,446+41.5% | $6,400+64.6% |
| Admin fee / account holder | $9,641 | $11,571-16.7% | $10,010-3.7% | $11,426-15.6% |