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 | $441,889 | $160,055+176.1% | $140,016+215.6% | $135,375+226.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.16% | 911.38%-918.5pp | 651.12%-658.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $38,604 | $6,420+501.3% | $5,606+588.7% | $4,779+707.8% |
| Participant deferral / active EE | $5,729 | $7,642-25.0% | $6,927-17.3% | $5,609+2.1% |
| Admin fee / account holder | $3,011 | $13,328-77.4% | $10,705-71.9% | $10,827-72.2% |