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 | $314,874 | $160,055+96.7% | $140,016+124.9% | $135,375+132.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.37% | 911.38%-913.7pp | 651.12%-653.5pp | 519.73%-522.1pp |
| Employer contribution / active EE | $6,673 | $6,420+3.9% | $5,606+19.0% | $4,779+39.6% |
| Participant deferral / active EE | $13,334 | $7,642+74.5% | $6,927+92.5% | $5,609+137.7% |
| Admin fee / account holder | $170,453 | $13,328+1178.9% | $10,705+1492.2% | $10,827+1474.3% |