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 | $421,781 | $160,055+163.5% | $140,016+201.2% | $135,375+211.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.79% | 911.38%-916.2pp | 651.12%-655.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $7,452 | $6,420+16.1% | $5,606+32.9% | $4,779+55.9% |
| Participant deferral / active EE | $17,595 | $7,642+130.3% | $6,927+154.0% | $5,609+213.7% |
| Admin fee / account holder | $90,493 | $13,328+579.0% | $10,705+745.3% | $10,827+735.8% |