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 | $256,000 | $138,044+85.4% | $125,339+104.2% | $134,475+90.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.62% | 750.33%-755.9pp | 572.05%-577.7pp | 417.96%-423.6pp |
| Employer contribution / active EE | $1,494 | $5,243-71.5% | $4,814-69.0% | $4,740-68.5% |
| Participant deferral / active EE | $3,765 | $7,799-51.7% | $7,446-49.4% | $6,400-41.2% |
| Admin fee / account holder | $24,660 | $11,571+113.1% | $10,010+146.4% | $11,426+115.8% |