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 | $296,481 | $160,055+85.2% | $140,016+111.7% | $135,375+119.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.64% | 911.38%-919.0pp | 651.12%-658.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $15,269 | $6,420+137.8% | $5,606+172.4% | $4,779+219.5% |
| Participant deferral / active EE | $14,606 | $7,642+91.1% | $6,927+110.9% | $5,609+160.4% |
| Admin fee / account holder | $7,713 | $13,328-42.1% | $10,705-28.0% | $10,827-28.8% |