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 | $364,836 | $160,055+127.9% | $140,016+160.6% | $135,375+169.5% |
| Participation rate | 95.5% | 88.5%+6.9pp | 87.5%+8.0pp | 82.6%+12.8pp |
| Annual return | -3.46% | 911.38%-914.8pp | 651.12%-654.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $16,479 | $6,420+156.7% | $5,606+194.0% | $4,779+244.8% |
| Participant deferral / active EE | $15,920 | $7,642+108.3% | $6,927+129.8% | $5,609+183.8% |
| Admin fee / account holder | $29,739 | $13,328+123.1% | $10,705+177.8% | $10,827+174.7% |