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 | $516,889 | $97,757+428.7% | $83,848+516.5% | $135,375+281.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.42% | 1287.37%-1291.8pp | 850.88%-855.3pp | 519.73%-524.2pp |
| Employer contribution / active EE | $16,667 | $4,222+294.8% | $3,631+359.0% | $4,779+248.8% |
| Participant deferral / active EE | $6,020 | $4,682+28.6% | $4,082+47.5% | $5,609+7.3% |
| Admin fee / account holder | $9,666 | $6,674+44.8% | $5,478+76.4% | $10,827-10.7% |