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 | $348,219 | $138,044+152.3% | $125,339+177.8% | $134,475+158.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.54% | 750.33%-754.9pp | 572.05%-576.6pp | 417.96%-422.5pp |
| Employer contribution / active EE | $9,605 | $5,243+83.2% | $4,814+99.5% | $4,740+102.6% |
| Participant deferral / active EE | $13,252 | $7,799+69.9% | $7,446+78.0% | $6,400+107.1% |
| Admin fee / account holder | $26,005 | $11,571+124.7% | $10,010+159.8% | $11,426+127.6% |