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 | $270,258 | $160,055+68.9% | $140,016+93.0% | $135,375+99.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.83% | 911.38%-917.2pp | 651.12%-657.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $20,326 | $6,420+216.6% | $5,606+262.6% | $4,779+325.3% |
| Participant deferral / active EE | $11,195 | $7,642+46.5% | $6,927+61.6% | $5,609+99.6% |
| Admin fee / account holder | $2,094 | $13,328-84.3% | $10,705-80.4% | $10,827-80.7% |