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 | $687,027 | $97,757+602.8% | $83,848+719.4% | $135,375+407.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.73% | 1287.37%-1296.1pp | 850.88%-859.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $23,306 | $4,222+452.1% | $3,631+541.9% | $4,779+387.7% |
| Participant deferral / active EE | $15,308 | $4,682+226.9% | $4,082+275.0% | $5,609+172.9% |
| Admin fee / account holder | $9,536 | $6,674+42.9% | $5,478+74.1% | $10,827-11.9% |