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 | $276,046 | $138,044+100.0% | $125,339+120.2% | $134,475+105.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.92% | 750.33%-756.2pp | 572.05%-578.0pp | 417.96%-423.9pp |
| Employer contribution / active EE | $14,414 | $5,243+174.9% | $4,814+199.4% | $4,740+204.1% |
| Participant deferral / active EE | $14,125 | $7,799+81.1% | $7,446+89.7% | $6,400+120.7% |
| Admin fee / account holder | $22,901 | $11,571+97.9% | $10,010+128.8% | $11,426+100.4% |