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 | $323,633 | $160,055+102.2% | $140,016+131.1% | $135,375+139.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.32% | 911.38%-915.7pp | 651.12%-655.4pp | 519.73%-524.1pp |
| Employer contribution / active EE | $25,241 | $6,420+293.2% | $5,606+350.3% | $4,779+428.2% |
| Participant deferral / active EE | $16,371 | $7,642+114.2% | $6,927+136.3% | $5,609+191.9% |
| Admin fee / account holder | $2,185 | $13,328-83.6% | $10,705-79.6% | $10,827-79.8% |