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 | $650,136 | $138,044+371.0% | $125,339+418.7% | $134,475+383.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.19% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $10,769 | $5,243+105.4% | $4,814+123.7% | $4,740+127.2% |
| Participant deferral / active EE | $16,427 | $7,799+110.6% | $7,446+120.6% | $6,400+156.7% |
| Admin fee / account holder | $2,113 | $11,571-81.7% | $10,010-78.9% | $11,426-81.5% |