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 | $271,552 | $180,449+50.5% | $154,107+76.2% | $135,375+100.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.30% | 888.09%-891.4pp | 735.12%-738.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $29,306 | $6,035+385.6% | $5,298+453.2% | $4,779+513.2% |
| Participant deferral / active EE | $21,167 | $5,806+264.6% | $5,081+316.6% | $5,609+277.4% |
| Admin fee / account holder | $322,103 | $16,143+1895.3% | $13,411+2301.8% | $10,827+2875.0% |