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 | $480,227 | $97,757+391.2% | $83,848+472.7% | $135,375+254.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.94% | 1287.37%-1291.3pp | 850.88%-854.8pp | 519.73%-523.7pp |
| Employer contribution / active EE | $10,154 | $4,222+140.5% | $3,631+179.7% | $4,779+112.5% |
| Participant deferral / active EE | $14,806 | $4,682+216.2% | $4,082+262.8% | $5,609+164.0% |
| Admin fee / account holder | $158,289 | $6,674+2271.8% | $5,478+2789.5% | $10,827+1362.0% |