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 | $267,587 | $138,044+93.8% | $125,339+113.5% | $134,475+99.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.31% | 750.33%-766.6pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,667 | $5,243-30.1% | $4,814-23.8% | $4,740-22.6% |
| Participant deferral / active EE | $11,410 | $7,799+46.3% | $7,446+53.2% | $6,400+78.3% |
| Admin fee / account holder | $34,853 | $11,571+201.2% | $10,010+248.2% | $11,426+205.0% |