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 | $388,291 | $180,449+115.2% | $154,107+152.0% | $135,375+186.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.61% | 888.09%-892.7pp | 735.12%-739.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $10,091 | $6,035+67.2% | $5,298+90.5% | $4,779+111.2% |
| Participant deferral / active EE | $4,778 | $5,806-17.7% | $5,081-6.0% | $5,609-14.8% |
| Admin fee / account holder | $24,809 | $16,143+53.7% | $13,411+85.0% | $10,827+129.1% |