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 | $350,601 | $138,044+154.0% | $125,339+179.7% | $134,475+160.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.72% | 750.33%-769.0pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $13,333 | $5,243+154.3% | $4,814+177.0% | $4,740+181.3% |
| Participant deferral / active EE | $5,193 | $7,799-33.4% | $7,446-30.3% | $6,400-18.9% |
| Admin fee / account holder | $2,799 | $11,571-75.8% | $10,010-72.0% | $11,426-75.5% |