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 | $277,224 | $97,757+183.6% | $83,848+230.6% | $135,375+104.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.95% | 1287.37%-1291.3pp | 850.88%-854.8pp | 519.73%-523.7pp |
| Employer contribution / active EE | $23,027 | $4,222+445.5% | $3,631+534.2% | $4,779+381.9% |
| Participant deferral / active EE | $6,502 | $4,682+38.9% | $4,082+59.3% | $5,609+15.9% |
| Admin fee / account holder | $157,134 | $6,674+2254.5% | $5,478+2768.4% | $10,827+1351.3% |