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 | $318,601 | $138,044+130.8% | $125,339+154.2% | $134,475+136.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.88% | 750.33%-765.2pp | 572.05%-586.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $5,227 | $5,243-0.3% | $4,814+8.6% | $4,740+10.3% |
| Participant deferral / active EE | $15,382 | $7,799+97.2% | $7,446+106.6% | $6,400+140.3% |
| Admin fee / account holder | $4,674 | $11,571-59.6% | $10,010-53.3% | $11,426-59.1% |