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 | $315,485 | $138,044+128.5% | $125,339+151.7% | $134,475+134.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.16% | 750.33%-762.5pp | 572.05%-584.2pp | 417.96%-430.1pp |
| Employer contribution / active EE | $4,082 | $5,243-22.1% | $4,814-15.2% | $4,740-13.9% |
| Participant deferral / active EE | $13,610 | $7,799+74.5% | $7,446+82.8% | $6,400+112.7% |
| Admin fee / account holder | $20,804 | $11,571+79.8% | $10,010+107.8% | $11,426+82.1% |