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 | $295,964 | $138,044+114.4% | $125,339+136.1% | $134,475+120.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.03% | 750.33%-757.4pp | 572.05%-579.1pp | 417.96%-425.0pp |
| Employer contribution / active EE | $4,101 | $5,243-21.8% | $4,814-14.8% | $4,740-13.5% |
| Participant deferral / active EE | $13,198 | $7,799+69.2% | $7,446+77.2% | $6,400+106.2% |
| Admin fee / account holder | $1,754 | $11,571-84.8% | $10,010-82.5% | $11,426-84.6% |