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 | $433,888 | $97,757+343.8% | $83,848+417.5% | $135,375+220.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.21% | 1287.37%-1291.6pp | 850.88%-855.1pp | 519.73%-523.9pp |
| Employer contribution / active EE | $6,270 | $4,222+48.5% | $3,631+72.7% | $4,779+31.2% |
| Participant deferral / active EE | $10,530 | $4,682+124.9% | $4,082+158.0% | $5,609+87.7% |
| Admin fee / account holder | $19,277 | $6,674+188.8% | $5,478+251.9% | $10,827+78.0% |