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 | $323,452 | $160,055+102.1% | $140,016+131.0% | $135,375+138.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.38% | 911.38%-913.8pp | 651.12%-653.5pp | 519.73%-522.1pp |
| Employer contribution / active EE | $2,948 | $6,420-54.1% | $5,606-47.4% | $4,779-38.3% |
| Participant deferral / active EE | $9,863 | $7,642+29.1% | $6,927+42.4% | $5,609+75.8% |
| Admin fee / account holder | $253,452 | $13,328+1801.7% | $10,705+2267.5% | $10,827+2240.9% |