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 | $341,237 | $168,632+102.4% | $147,614+131.2% | $125,391+172.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.93% | 77.65%-78.6pp | 61.98%-62.9pp | 282.22%-283.2pp |
| Employer contribution / active EE | $12,312 | $6,252+96.9% | $5,564+121.3% | $4,866+153.0% |
| Participant deferral / active EE | $10,628 | $5,507+93.0% | $4,895+117.1% | $5,352+98.6% |
| Admin fee / account holder | $11,991 | $13,580-11.7% | $11,611+3.3% | $9,540+25.7% |