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 | $336,492 | $97,757+244.2% | $83,848+301.3% | $135,375+148.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.28% | 1287.37%-1292.7pp | 850.88%-856.2pp | 519.73%-525.0pp |
| Employer contribution / active EE | $8,356 | $4,222+97.9% | $3,631+130.1% | $4,779+74.9% |
| Participant deferral / active EE | $16,418 | $4,682+250.6% | $4,082+302.2% | $5,609+192.7% |
| Admin fee / account holder | $8,510 | $6,674+27.5% | $5,478+55.3% | $10,827-21.4% |