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 | $345,632 | $99,640+246.9% | $86,436+299.9% | $134,475+157.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.08% | 6782.58%-6800.7pp | 4394.89%-4413.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $25,148 | $4,400+471.5% | $3,769+567.3% | $4,740+430.6% |
| Participant deferral / active EE | $18,538 | $7,246+155.8% | $6,952+166.7% | $6,400+189.7% |
| Admin fee / account holder | $1,973 | $8,371-76.4% | $6,731-70.7% | $11,426-82.7% |