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 | $277,517 | $168,632+64.6% | $147,614+88.0% | $125,391+121.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.30% | 77.65%-77.9pp | 61.98%-62.3pp | 282.22%-282.5pp |
| Employer contribution / active EE | $36,798 | $6,252+488.6% | $5,564+561.3% | $4,866+656.2% |
| Participant deferral / active EE | $18,500 | $5,507+235.9% | $4,895+277.9% | $5,352+245.7% |
| Admin fee / account holder | $52,816 | $13,580+288.9% | $11,611+354.9% | $9,540+453.6% |