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 | $466,855 | $138,044+238.2% | $125,339+272.5% | $134,475+247.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.97% | 750.33%-759.3pp | 572.05%-581.0pp | 417.96%-426.9pp |
| Employer contribution / active EE | $1,599 | $5,243-69.5% | $4,814-66.8% | $4,740-66.3% |
| Participant deferral / active EE | $9,621 | $7,799+23.4% | $7,446+29.2% | $6,400+50.3% |
| Admin fee / account holder | $38,177 | $11,571+229.9% | $10,010+281.4% | $11,426+234.1% |