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 | $410,868 | $160,055+156.7% | $140,016+193.4% | $135,375+203.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.11% | 911.38%-919.5pp | 651.12%-659.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $13,034 | $6,420+103.0% | $5,606+132.5% | $4,779+172.7% |
| Participant deferral / active EE | $11,840 | $7,642+54.9% | $6,927+70.9% | $5,609+111.1% |
| Admin fee / account holder | $7,303 | $13,328-45.2% | $10,705-31.8% | $10,827-32.6% |