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 | $283,450 | $138,044+105.3% | $125,339+126.1% | $134,475+110.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.58% | 750.33%-754.9pp | 572.05%-576.6pp | 417.96%-422.5pp |
| Employer contribution / active EE | $5,010 | $5,243-4.4% | $4,814+4.1% | $4,740+5.7% |
| Participant deferral / active EE | $10,308 | $7,799+32.2% | $7,446+38.4% | $6,400+61.1% |
| Admin fee / account holder | $3,036 | $11,571-73.8% | $10,010-69.7% | $11,426-73.4% |