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 | $744,070 | $138,044+439.0% | $125,339+493.6% | $134,475+453.3% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -15.09% | 750.33%-765.4pp | 572.05%-587.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,303 | $5,243-75.1% | $4,814-72.9% | $4,740-72.5% |
| Participant deferral / active EE | $5,213 | $7,799-33.2% | $7,446-30.0% | $6,400-18.5% |
| Admin fee / account holder | $4,809 | $11,571-58.4% | $10,010-52.0% | $11,426-57.9% |