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 | $335,053 | $160,055+109.3% | $140,016+139.3% | $135,375+147.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.37% | 911.38%-914.7pp | 651.12%-654.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $19,935 | $6,420+210.5% | $5,606+255.6% | $4,779+317.2% |
| Participant deferral / active EE | $11,472 | $7,642+50.1% | $6,927+65.6% | $5,609+104.5% |
| Admin fee / account holder | $103,865 | $13,328+679.3% | $10,705+870.2% | $10,827+859.3% |