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 | $327,148 | $97,757+234.7% | $83,848+290.2% | $135,375+141.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.48% | 1287.37%-1294.8pp | 850.88%-858.4pp | 519.73%-527.2pp |
| Employer contribution / active EE | $14,600 | $4,222+245.8% | $3,631+302.1% | $4,779+205.5% |
| Participant deferral / active EE | $15,230 | $4,682+225.3% | $4,082+273.1% | $5,609+171.5% |
| Admin fee / account holder | $2,864 | $6,674-57.1% | $5,478-47.7% | $10,827-73.6% |