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 | $399,384 | $138,065+189.3% | $123,544+223.3% | $135,375+195.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.70% | 153.68%-156.4pp | 119.20%-121.9pp | 519.73%-522.4pp |
| Employer contribution / active EE | $13,000 | $5,151+152.4% | $4,628+180.9% | $4,779+172.0% |
| Participant deferral / active EE | $18,500 | $6,799+172.1% | $6,426+187.9% | $5,609+229.8% |
| Admin fee / account holder | $153,416 | $10,916+1305.4% | $9,284+1552.5% | $10,827+1317.0% |