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 | $291,398 | $160,055+82.1% | $140,016+108.1% | $135,375+115.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.37% | 911.38%-917.8pp | 651.12%-657.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $3,710 | $6,420-42.2% | $5,606-33.8% | $4,779-22.4% |
| Participant deferral / active EE | $13,956 | $7,642+82.6% | $6,927+101.5% | $5,609+148.8% |
| Admin fee / account holder | $6,563 | $13,328-50.8% | $10,705-38.7% | $10,827-39.4% |