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 | $430,637 | $180,449+138.6% | $154,107+179.4% | $135,375+218.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.26% | 888.09%-894.4pp | 735.12%-741.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $8,374 | $6,035+38.8% | $5,298+58.1% | $4,779+75.2% |
| Participant deferral / active EE | $7,008 | $5,806+20.7% | $5,081+37.9% | $5,609+24.9% |
| Admin fee / account holder | $1,836 | $16,143-88.6% | $13,411-86.3% | $10,827-83.0% |