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 | $277,214 | $138,044+100.8% | $125,339+121.2% | $134,475+106.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.33% | 750.33%-765.7pp | 572.05%-587.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $12,751 | $5,243+143.2% | $4,814+164.9% | $4,740+169.0% |
| Participant deferral / active EE | $26,221 | $7,799+236.2% | $7,446+252.1% | $6,400+309.7% |
| Admin fee / account holder | $191,811 | $11,571+1557.6% | $10,010+1816.3% | $11,426+1578.7% |