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 | $291,852 | $138,044+111.4% | $125,339+132.9% | $134,475+117.0% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -16.20% | 750.33%-766.5pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $9,112 | $5,243+73.8% | $4,814+89.3% | $4,740+92.3% |
| Participant deferral / active EE | $14,473 | $7,799+85.6% | $7,446+94.4% | $6,400+126.2% |
| Admin fee / account holder | $541 | $11,571-95.3% | $10,010-94.6% | $11,426-95.3% |