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 | $370,181 | $160,055+131.3% | $140,016+164.4% | $135,375+173.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.78% | 911.38%-916.2pp | 651.12%-655.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $21,069 | $6,420+228.2% | $5,606+275.8% | $4,779+340.9% |
| Participant deferral / active EE | $18,787 | $7,642+145.9% | $6,927+171.2% | $5,609+235.0% |
| Admin fee / account holder | $3,980 | $13,328-70.1% | $10,705-62.8% | $10,827-63.2% |