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 | $310,396 | $180,449+72.0% | $154,107+101.4% | $135,375+129.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.30% | 888.09%-896.4pp | 735.12%-743.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $15,381 | $6,035+154.9% | $5,298+190.3% | $4,779+221.9% |
| Participant deferral / active EE | $9,920 | $5,806+70.9% | $5,081+95.3% | $5,609+76.9% |
| Admin fee / account holder | $2,524 | $16,143-84.4% | $13,411-81.2% | $10,827-76.7% |