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 | $277,717 | $138,044+101.2% | $125,339+121.6% | $134,475+106.5% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -15.14% | 750.33%-765.5pp | 572.05%-587.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,399 | $5,243-73.3% | $4,814-70.9% | $4,740-70.5% |
| Participant deferral / active EE | $12,277 | $7,799+57.4% | $7,446+64.9% | $6,400+91.8% |
| Admin fee / account holder | $1,133 | $11,571-90.2% | $10,010-88.7% | $11,426-90.1% |