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 | $330,916 | $138,044+139.7% | $125,339+164.0% | $134,475+146.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.99% | 750.33%-769.3pp | 572.05%-591.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,097 | $5,243-60.0% | $4,814-56.4% | $4,740-55.7% |
| Participant deferral / active EE | $19,973 | $7,799+156.1% | $7,446+168.2% | $6,400+212.1% |
| Admin fee / account holder | $48,110 | $11,571+315.8% | $10,010+380.6% | $11,426+321.1% |