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 | $315,984 | $160,055+97.4% | $140,016+125.7% | $135,375+133.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.22% | 911.38%-917.6pp | 651.12%-657.3pp | 519.73%-526.0pp |
| Employer contribution / active EE | $5,939 | $6,420-7.5% | $5,606+5.9% | $4,779+24.3% |
| Participant deferral / active EE | $11,878 | $7,642+55.4% | $6,927+71.5% | $5,609+111.8% |
| Admin fee / account holder | $2,105 | $13,328-84.2% | $10,705-80.3% | $10,827-80.6% |