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 | $299,596 | $138,044+117.0% | $125,339+139.0% | $134,475+122.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.16% | 750.33%-761.5pp | 572.05%-583.2pp | 417.96%-429.1pp |
| Employer contribution / active EE | $3,371 | $5,243-35.7% | $4,814-30.0% | $4,740-28.9% |
| Participant deferral / active EE | $9,994 | $7,799+28.1% | $7,446+34.2% | $6,400+56.2% |
| Admin fee / account holder | $54,621 | $11,571+372.0% | $10,010+445.7% | $11,426+378.0% |