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 | $359,390 | $90,600+296.7% | $79,464+352.3% | $135,375+165.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.50% | 977.43%-983.9pp | 718.14%-724.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $11,998 | $3,068+291.1% | $2,800+328.4% | $4,779+151.1% |
| Participant deferral / active EE | $9,582 | $4,050+136.6% | $3,704+158.7% | $5,609+70.8% |
| Admin fee / account holder | $1,390 | $5,907-76.5% | $5,113-72.8% | $10,827-87.2% |