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 | $351,182 | $160,055+119.4% | $140,016+150.8% | $135,375+159.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.25% | 911.38%-913.6pp | 651.12%-653.4pp | 519.73%-522.0pp |
| Employer contribution / active EE | $14,059 | $6,420+119.0% | $5,606+150.8% | $4,779+194.2% |
| Participant deferral / active EE | $8,228 | $7,642+7.7% | $6,927+18.8% | $5,609+46.7% |
| Admin fee / account holder | $20,061 | $13,328+50.5% | $10,705+87.4% | $10,827+85.3% |