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 4-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 | $511,280 | $190,805+168.0% | $159,960+219.6% | $134,475+280.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.10% | 552.23%-570.3pp | 408.60%-426.7pp | 417.96%-436.1pp |
| Employer contribution / active EE | $17,189 | $4,995+244.1% | $4,226+306.8% | $4,740+262.7% |
| Participant deferral / active EE | $23,750 | $6,923+243.1% | $6,182+284.2% | $6,400+271.1% |
| Admin fee / account holder | $40,672 | $10,471+288.4% | $8,698+367.6% | $11,426+256.0% |