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 | $549,635 | $160,055+243.4% | $140,016+292.6% | $135,375+306.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.12% | 911.38%-917.5pp | 651.12%-657.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,847 | $6,420-55.7% | $5,606-49.2% | $4,779-40.4% |
| Participant deferral / active EE | $13,785 | $7,642+80.4% | $6,927+99.0% | $5,609+145.8% |
| Admin fee / account holder | $17,980 | $13,328+34.9% | $10,705+68.0% | $10,827+66.1% |