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 8-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 | $305,120 | $138,044+121.0% | $125,339+143.4% | $134,475+126.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.31% | 750.33%-768.6pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $5,428 | $5,243+3.5% | $4,814+12.8% | $4,740+14.5% |
| Participant deferral / active EE | $15,489 | $7,799+98.6% | $7,446+108.0% | $6,400+142.0% |
| Admin fee / account holder | $4,909 | $11,571-57.6% | $10,010-51.0% | $11,426-57.0% |