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 7-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 | $292,818 | $138,044+112.1% | $125,339+133.6% | $134,475+117.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.96% | 750.33%-760.3pp | 572.05%-582.0pp | 417.96%-427.9pp |
| Employer contribution / active EE | $7,706 | $5,243+47.0% | $4,814+60.1% | $4,740+62.6% |
| Participant deferral / active EE | $32,020 | $7,799+310.6% | $7,446+330.0% | $6,400+400.3% |
| Admin fee / account holder | $3,425 | $11,571-70.4% | $10,010-65.8% | $11,426-70.0% |