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 | $619,330 | $160,055+286.9% | $140,016+342.3% | $135,375+357.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.82% | 911.38%-918.2pp | 651.12%-657.9pp | 519.73%-526.6pp |
| Employer contribution / active EE | $19,481 | $6,420+203.4% | $5,606+247.5% | $4,779+307.6% |
| Participant deferral / active EE | $10,832 | $7,642+41.8% | $6,927+56.4% | $5,609+93.1% |
| Admin fee / account holder | $1,592 | $13,328-88.1% | $10,705-85.1% | $10,827-85.3% |