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 | $447,936 | $138,065+224.4% | $123,544+262.6% | $135,375+230.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.61% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $32,500 | $5,151+530.9% | $4,628+602.3% | $4,779+580.1% |
| Participant deferral / active EE | $11,550 | $6,799+69.9% | $6,426+79.8% | $5,609+105.9% |
| Admin fee / account holder | $270,131 | $10,916+2374.7% | $9,284+2809.7% | $10,827+2395.0% |