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 | $488,808 | $138,065+254.0% | $123,544+295.7% | $135,375+261.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.28% | 153.68%-155.0pp | 119.20%-120.5pp | 519.73%-521.0pp |
| Employer contribution / active EE | $11,433 | $5,151+121.9% | $4,628+147.1% | $4,779+139.3% |
| Participant deferral / active EE | $18,694 | $6,799+174.9% | $6,426+190.9% | $5,609+233.3% |
| Admin fee / account holder | $15,296 | $10,916+40.1% | $9,284+64.8% | $10,827+41.3% |