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 | $270,929 | $75,828+257.3% | $147,614+83.5% | $59,632+354.3% |
| Participation rate | 97.7% | 71.6%+26.1pp | 84.6%+13.1pp | 68.7%+29.0pp |
| Annual return | -0.43% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $7,445 | $3,485+113.7% | $5,564+33.8% | $2,203+238.0% |
| Participant deferral / active EE | $6,263 | $3,130+100.1% | $4,895+27.9% | $3,192+96.2% |
| Admin fee / account holder | $10,172 | $5,985+69.9% | $11,611-12.4% | $4,297+136.7% |