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 | $530,546 | $180,449+194.0% | $154,107+244.3% | $135,375+291.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.29% | 888.09%-891.4pp | 735.12%-738.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $28,663 | $6,035+375.0% | $5,298+441.1% | $4,779+499.8% |
| Participant deferral / active EE | $16,156 | $5,806+178.3% | $5,081+218.0% | $5,609+188.1% |
| Admin fee / account holder | $30,969 | $16,143+91.8% | $13,411+130.9% | $10,827+186.0% |