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 | $252,891 | $138,044+83.2% | $125,339+101.8% | $134,475+88.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.75% | 750.33%-753.1pp | 572.05%-574.8pp | 417.96%-420.7pp |
| Employer contribution / active EE | $10,964 | $5,243+109.1% | $4,814+127.8% | $4,740+131.3% |
| Participant deferral / active EE | $10,110 | $7,799+29.6% | $7,446+35.8% | $6,400+58.0% |
| Admin fee / account holder | $395,989 | $11,571+3322.2% | $10,010+3856.1% | $11,426+3365.7% |