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 | $336,728 | $168,632+99.7% | $147,614+128.1% | $125,391+168.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.28% | 77.65%-77.9pp | 61.98%-62.3pp | 282.22%-282.5pp |
| Employer contribution / active EE | $3,558 | $6,252-43.1% | $5,564-36.1% | $4,866-26.9% |
| Participant deferral / active EE | $9,486 | $5,507+72.3% | $4,895+93.8% | $5,352+77.3% |
| Admin fee / account holder | $1,163 | $13,580-91.4% | $11,611-90.0% | $9,540-87.8% |