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 | $390,921 | $97,757+299.9% | $83,848+366.2% | $135,375+188.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.77% | 1287.37%-1291.1pp | 850.88%-854.6pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,870 | $4,222-32.0% | $3,631-21.0% | $4,779-40.0% |
| Participant deferral / active EE | $16,784 | $4,682+258.5% | $4,082+311.2% | $5,609+199.2% |
| Admin fee / account holder | $148,357 | $6,674+2123.0% | $5,478+2608.1% | $10,827+1270.2% |