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 | $308,750 | $138,065+123.6% | $123,544+149.9% | $135,375+128.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.23% | 153.68%-153.9pp | 119.20%-119.4pp | 519.73%-520.0pp |
| Employer contribution / active EE | $9,091 | $5,151+76.5% | $4,628+96.4% | $4,779+90.2% |
| Participant deferral / active EE | $4,602 | $6,799-32.3% | $6,426-28.4% | $5,609-17.9% |
| Admin fee / account holder | $89,677 | $10,916+721.5% | $9,284+865.9% | $10,827+728.3% |