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 | $385,553 | $160,055+140.9% | $140,016+175.4% | $135,375+184.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.77% | 911.38%-917.1pp | 651.12%-656.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $10,980 | $6,420+71.0% | $5,606+95.9% | $4,779+129.8% |
| Participant deferral / active EE | $10,520 | $7,642+37.7% | $6,927+51.9% | $5,609+87.6% |
| Admin fee / account holder | $50,403 | $13,328+278.2% | $10,705+370.8% | $10,827+365.5% |