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 | $345,266 | $135,635+154.6% | $110,238+213.2% | $135,375+155.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -0.66% | 513.19%-513.8pp | 314.74%-315.4pp | 519.73%-520.4pp |
| Employer contribution / active EE | $18,733 | $4,906+281.8% | $3,826+389.6% | $4,779+292.0% |
| Participant deferral / active EE | $17,030 | $5,506+209.3% | $4,672+264.5% | $5,609+203.6% |
| Admin fee / account holder | $388,109 | $11,457+3287.6% | $8,547+4440.7% | $10,827+3484.6% |