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 | $275,700 | $90,600+204.3% | $79,464+247.0% | $135,375+103.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.72% | 977.43%-985.1pp | 718.14%-725.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $5,874 | $3,068+91.5% | $2,800+109.8% | $4,779+22.9% |
| Participant deferral / active EE | $22,500 | $4,050+455.5% | $3,704+507.5% | $5,609+301.2% |
| Admin fee / account holder | $66,675 | $5,907+1028.8% | $5,113+1204.0% | $10,827+515.8% |