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 | $312,293 | $180,449+73.1% | $154,107+102.6% | $135,375+130.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.53% | 888.09%-895.6pp | 735.12%-742.6pp | 519.73%-527.3pp |
| Employer contribution / active EE | $10,820 | $6,035+79.3% | $5,298+104.2% | $4,779+126.4% |
| Participant deferral / active EE | $21,120 | $5,806+263.8% | $5,081+315.7% | $5,609+276.6% |
| Admin fee / account holder | $326 | $16,143-98.0% | $13,411-97.6% | $10,827-97.0% |