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 | $363,012 | $138,044+163.0% | $125,339+189.6% | $134,475+169.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -16.90% | 750.33%-767.2pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $18,796 | $5,243+258.5% | $4,814+290.5% | $4,740+296.6% |
| Participant deferral / active EE | $11,145 | $7,799+42.9% | $7,446+49.7% | $6,400+74.1% |
| Admin fee / account holder | $68,384 | $11,571+491.0% | $10,010+583.2% | $11,426+498.5% |