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 | $311,841 | $160,055+94.8% | $140,016+122.7% | $135,375+130.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.79% | 911.38%-914.2pp | 651.12%-653.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $13,147 | $6,420+104.8% | $5,606+134.5% | $4,779+175.1% |
| Participant deferral / active EE | $11,067 | $7,642+44.8% | $6,927+59.8% | $5,609+97.3% |
| Admin fee / account holder | $28,978 | $13,328+117.4% | $10,705+170.7% | $10,827+167.6% |