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 | $441,887 | $180,449+144.9% | $154,107+186.7% | $135,375+226.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.59% | 888.09%-894.7pp | 735.12%-741.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $30,238 | $6,035+401.0% | $5,298+470.8% | $4,779+532.7% |
| Participant deferral / active EE | $9,065 | $5,806+56.1% | $5,081+78.4% | $5,609+61.6% |
| Admin fee / account holder | $2,362 | $16,143-85.4% | $13,411-82.4% | $10,827-78.2% |