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 | $374,164 | $160,055+133.8% | $140,016+167.2% | $135,375+176.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.26% | 911.38%-919.6pp | 651.12%-659.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $3,549 | $6,420-44.7% | $5,606-36.7% | $4,779-25.7% |
| Participant deferral / active EE | $11,395 | $7,642+49.1% | $6,927+64.5% | $5,609+103.2% |
| Admin fee / account holder | $2,448 | $13,328-81.6% | $10,705-77.1% | $10,827-77.4% |