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 | $366,240 | $138,044+165.3% | $125,339+192.2% | $134,475+172.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.96% | 750.33%-759.3pp | 572.05%-581.0pp | 417.96%-426.9pp |
| Employer contribution / active EE | $11,010 | $5,243+110.0% | $4,814+128.7% | $4,740+132.3% |
| Participant deferral / active EE | $8,639 | $7,799+10.8% | $7,446+16.0% | $6,400+35.0% |
| Admin fee / account holder | $49,250 | $11,571+325.6% | $10,010+392.0% | $11,426+331.0% |