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 | $309,774 | $97,757+216.9% | $83,848+269.4% | $135,375+128.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.14% | 1287.37%-1293.5pp | 850.88%-857.0pp | 519.73%-525.9pp |
| Employer contribution / active EE | $15,810 | $4,222+274.5% | $3,631+335.4% | $4,779+230.8% |
| Participant deferral / active EE | $7,724 | $4,682+65.0% | $4,082+89.2% | $5,609+37.7% |
| Admin fee / account holder | $3,934 | $6,674-41.1% | $5,478-28.2% | $10,827-63.7% |