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 | $459,084 | $180,449+154.4% | $154,107+197.9% | $135,375+239.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.43% | 888.09%-895.5pp | 735.12%-742.5pp | 519.73%-527.2pp |
| Employer contribution / active EE | $22,844 | $6,035+278.5% | $5,298+331.2% | $4,779+378.0% |
| Participant deferral / active EE | $13,348 | $5,806+129.9% | $5,081+162.7% | $5,609+138.0% |
| Admin fee / account holder | $40,470 | $16,143+150.7% | $13,411+201.8% | $10,827+273.8% |