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 | $381,003 | $168,632+125.9% | $147,614+158.1% | $125,391+203.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.01% | 77.65%-80.7pp | 61.98%-65.0pp | 282.22%-285.2pp |
| Employer contribution / active EE | $3,608 | $6,252-42.3% | $5,564-35.2% | $4,866-25.9% |
| Participant deferral / active EE | $4,642 | $5,507-15.7% | $4,895-5.2% | $5,352-13.3% |
| Admin fee / account holder | $11,469 | $13,580-15.5% | $11,611-1.2% | $9,540+20.2% |