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 | $438,549 | $160,055+174.0% | $140,016+213.2% | $135,375+224.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.85% | 911.38%-915.2pp | 651.12%-655.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $12,896 | $6,420+100.9% | $5,606+130.1% | $4,779+169.9% |
| Participant deferral / active EE | $10,888 | $7,642+42.5% | $6,927+57.2% | $5,609+94.1% |
| Admin fee / account holder | $12,248 | $13,328-8.1% | $10,705+14.4% | $10,827+13.1% |