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 | $314,388 | $160,055+96.4% | $140,016+124.5% | $135,375+132.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.41% | 911.38%-916.8pp | 651.12%-656.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $12,977 | $6,420+102.1% | $5,606+131.5% | $4,779+171.5% |
| Participant deferral / active EE | $9,301 | $7,642+21.7% | $6,927+34.3% | $5,609+65.8% |
| Admin fee / account holder | $4,016 | $13,328-69.9% | $10,705-62.5% | $10,827-62.9% |