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 | $372,465 | $160,055+132.7% | $140,016+166.0% | $135,375+175.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.82% | 911.38%-918.2pp | 651.12%-657.9pp | 519.73%-526.6pp |
| Employer contribution / active EE | $6,216 | $6,420-3.2% | $5,606+10.9% | $4,779+30.1% |
| Participant deferral / active EE | $15,728 | $7,642+105.8% | $6,927+127.1% | $5,609+180.4% |
| Admin fee / account holder | $17,048 | $13,328+27.9% | $10,705+59.2% | $10,827+57.5% |