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 | $284,902 | $160,055+78.0% | $140,016+103.5% | $135,375+110.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.32% | 911.38%-914.7pp | 651.12%-654.4pp | 519.73%-523.1pp |
| Employer contribution / active EE | $10,075 | $6,420+56.9% | $5,606+79.7% | $4,779+110.8% |
| Participant deferral / active EE | $8,734 | $7,642+14.3% | $6,927+26.1% | $5,609+55.7% |
| Admin fee / account holder | $17,719 | $13,328+32.9% | $10,705+65.5% | $10,827+63.7% |