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 | $310,252 | $138,044+124.7% | $125,339+147.5% | $134,475+130.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.53% | 750.33%-763.9pp | 572.05%-585.6pp | 417.96%-431.5pp |
| Employer contribution / active EE | $4,762 | $5,243-9.2% | $4,814-1.1% | $4,740+0.5% |
| Participant deferral / active EE | $12,504 | $7,799+60.3% | $7,446+67.9% | $6,400+95.4% |
| Admin fee / account holder | $115,474 | $11,571+897.9% | $10,010+1053.6% | $11,426+910.6% |