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 | $351,128 | $97,757+259.2% | $83,848+318.8% | $135,375+159.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -0.60% | 1287.37%-1288.0pp | 850.88%-851.5pp | 519.73%-520.3pp |
| Employer contribution / active EE | $12,494 | $4,222+196.0% | $3,631+244.1% | $4,779+161.4% |
| Participant deferral / active EE | $8,860 | $4,682+89.2% | $4,082+117.1% | $5,609+58.0% |
| Admin fee / account holder | $3,388 | $6,674-49.2% | $5,478-38.2% | $10,827-68.7% |