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 | $330,094 | $160,055+106.2% | $140,016+135.8% | $135,375+143.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.33% | 911.38%-914.7pp | 651.12%-654.4pp | 519.73%-523.1pp |
| Employer contribution / active EE | $15,513 | $6,420+141.6% | $5,606+176.7% | $4,779+224.6% |
| Participant deferral / active EE | $16,411 | $7,642+114.8% | $6,927+136.9% | $5,609+192.6% |
| Admin fee / account holder | $13,645 | $13,328+2.4% | $10,705+27.5% | $10,827+26.0% |