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 | $314,058 | $160,055+96.2% | $140,016+124.3% | $135,375+132.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.66% | 911.38%-917.0pp | 651.12%-656.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,414 | $6,420-62.4% | $5,606-56.9% | $4,779-49.5% |
| Participant deferral / active EE | $2,991 | $7,642-60.9% | $6,927-56.8% | $5,609-46.7% |
| Admin fee / account holder | $18,136 | $13,328+36.1% | $10,705+69.4% | $10,827+67.5% |