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 | $507,189 | $168,632+200.8% | $147,614+243.6% | $125,391+304.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.19% | 77.65%-77.8pp | 61.98%-62.2pp | 282.22%-282.4pp |
| Employer contribution / active EE | $12,323 | $6,252+97.1% | $5,564+121.5% | $4,866+153.2% |
| Participant deferral / active EE | $7,570 | $5,507+37.5% | $4,895+54.6% | $5,352+41.4% |
| Admin fee / account holder | $7,686 | $13,580-43.4% | $11,611-33.8% | $9,540-19.4% |