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 | $441,293 | $168,632+161.7% | $147,614+199.0% | $125,391+251.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.85% | 77.65%-78.5pp | 61.98%-62.8pp | 282.22%-283.1pp |
| Employer contribution / active EE | $4,816 | $6,252-23.0% | $5,564-13.4% | $4,866-1.0% |
| Participant deferral / active EE | $6,354 | $5,507+15.4% | $4,895+29.8% | $5,352+18.7% |
| Admin fee / account holder | $3,819 | $13,580-71.9% | $11,611-67.1% | $9,540-60.0% |