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 | $387,000 | $180,449+114.5% | $154,107+151.1% | $135,375+185.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.46% | 888.09%-888.6pp | 735.12%-735.6pp | 519.73%-520.2pp |
| Employer contribution / active EE | $11,360 | $6,035+88.2% | $5,298+114.4% | $4,779+137.7% |
| Participant deferral / active EE | $7,771 | $5,806+33.8% | $5,081+53.0% | $5,609+38.6% |
| Admin fee / account holder | $50,162 | $16,143+210.7% | $13,411+274.0% | $10,827+363.3% |