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 | $344,661 | $180,449+91.0% | $154,107+123.6% | $135,375+154.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.40% | 888.09%-894.5pp | 735.12%-741.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $21,616 | $6,035+258.2% | $5,298+308.0% | $4,779+352.3% |
| Participant deferral / active EE | $13,815 | $5,806+137.9% | $5,081+171.9% | $5,609+146.3% |
| Admin fee / account holder | $9,343 | $16,143-42.1% | $13,411-30.3% | $10,827-13.7% |