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 | $345,423 | $180,449+91.4% | $154,107+124.1% | $135,375+155.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.71% | 888.09%-895.8pp | 735.12%-742.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $12,584 | $6,035+108.5% | $5,298+137.5% | $4,779+163.3% |
| Participant deferral / active EE | $8,561 | $5,806+47.5% | $5,081+68.5% | $5,609+52.6% |
| Admin fee / account holder | $2,931 | $16,143-81.8% | $13,411-78.1% | $10,827-72.9% |