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 | $465,000 | $160,055+190.5% | $140,016+232.1% | $135,375+243.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.75% | 911.38%-920.1pp | 651.12%-659.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $26,667 | $6,420+315.4% | $5,606+375.7% | $4,779+458.0% |
| Participant deferral / active EE | $10,500 | $7,642+37.4% | $6,927+51.6% | $5,609+87.2% |
| Admin fee / account holder | $14,057 | $13,328+5.5% | $10,705+31.3% | $10,827+29.8% |