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 6-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 | $440,902 | $183,963+139.7% | $162,163+171.9% | $152,861+188.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 0.00% | 150.76%-150.8pp | 115.59%-115.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $7,680 | $6,371+20.6% | $5,614+36.8% | $4,762+61.3% |
| Participant deferral / active EE | $10,313 | $8,034+28.4% | $7,298+41.3% | $5,850+76.3% |
| Admin fee / account holder | $981 | $13,121-92.5% | $10,843-91.0% | $11,596-91.5% |