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 4-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 | $495,401 | $138,044+258.9% | $125,339+295.2% | $134,475+268.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.66% | 750.33%-753.0pp | 572.05%-574.7pp | 417.96%-420.6pp |
| Employer contribution / active EE | $8,831 | $5,243+68.4% | $4,814+83.5% | $4,740+86.3% |
| Participant deferral / active EE | $9,500 | $7,799+21.8% | $7,446+27.6% | $6,400+48.4% |
| Admin fee / account holder | $1,206 | $11,571-89.6% | $10,010-88.0% | $11,426-89.4% |