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 | $277,067 | $138,065+100.7% | $123,544+124.3% | $135,375+104.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.06% | 153.68%-156.7pp | 119.20%-122.3pp | 519.73%-522.8pp |
| Employer contribution / active EE | $4,418 | $5,151-14.2% | $4,628-4.5% | $4,779-7.5% |
| Participant deferral / active EE | $15,662 | $6,799+130.4% | $6,426+143.8% | $5,609+179.2% |
| Admin fee / account holder | $191,020 | $10,916+1649.9% | $9,284+1957.6% | $10,827+1664.3% |