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 | $359,355 | $138,044+160.3% | $125,339+186.7% | $134,475+167.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.67% | 750.33%-767.0pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $5,382 | $5,243+2.6% | $4,814+11.8% | $4,740+13.5% |
| Participant deferral / active EE | $13,800 | $7,799+77.0% | $7,446+85.3% | $6,400+115.6% |
| Admin fee / account holder | $1,700 | $11,571-85.3% | $10,010-83.0% | $11,426-85.1% |