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 | $315,148 | $160,055+96.9% | $140,016+125.1% | $135,375+132.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.18% | 911.38%-916.6pp | 651.12%-656.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,755 | $6,420-57.1% | $5,606-50.9% | $4,779-42.4% |
| Participant deferral / active EE | $7,573 | $7,642-0.9% | $6,927+9.3% | $5,609+35.0% |
| Admin fee / account holder | $2,260 | $13,328-83.0% | $10,705-78.9% | $10,827-79.1% |