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 | $284,192 | $180,449+57.5% | $154,107+84.4% | $135,375+109.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.29% | 888.09%-890.4pp | 735.12%-737.4pp | 519.73%-522.0pp |
| Employer contribution / active EE | $29,990 | $6,035+396.9% | $5,298+466.1% | $4,779+527.6% |
| Participant deferral / active EE | $18,539 | $5,806+219.3% | $5,081+264.9% | $5,609+230.5% |
| Admin fee / account holder | $3,255 | $16,143-79.8% | $13,411-75.7% | $10,827-69.9% |