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 | $296,126 | $180,449+64.1% | $154,107+92.2% | $135,375+118.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.82% | 888.09%-889.9pp | 735.12%-736.9pp | 519.73%-521.6pp |
| Employer contribution / active EE | $22,864 | $6,035+278.9% | $5,298+331.6% | $4,779+378.5% |
| Participant deferral / active EE | $21,500 | $5,806+270.3% | $5,081+323.2% | $5,609+283.3% |
| Admin fee / account holder | $33,625 | $16,143+108.3% | $13,411+150.7% | $10,827+210.6% |