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 | $350,361 | $168,632+107.8% | $147,614+137.3% | $125,391+179.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.12% | 77.65%-77.8pp | 61.98%-62.1pp | 282.22%-282.3pp |
| Employer contribution / active EE | $2,914 | $6,252-53.4% | $5,564-47.6% | $4,866-40.1% |
| Participant deferral / active EE | $4,800 | $5,507-12.8% | $4,895-1.9% | $5,352-10.3% |
| Admin fee / account holder | $18,883 | $13,580+39.1% | $11,611+62.6% | $9,540+97.9% |