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 | $477,057 | $160,055+198.1% | $140,016+240.7% | $135,375+252.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.51% | 911.38%-911.9pp | 651.12%-651.6pp | 519.73%-520.2pp |
| Employer contribution / active EE | $9,380 | $6,420+46.1% | $5,606+67.3% | $4,779+96.3% |
| Participant deferral / active EE | $4,690 | $7,642-38.6% | $6,927-32.3% | $5,609-16.4% |
| Admin fee / account holder | $19,895 | $13,328+49.3% | $10,705+85.8% | $10,827+83.8% |