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 | $260,709 | $138,065+88.8% | $123,544+111.0% | $135,375+92.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.31% | 153.68%-159.0pp | 119.20%-124.5pp | 519.73%-525.0pp |
| Employer contribution / active EE | $3,366 | $5,151-34.7% | $4,628-27.3% | $4,779-29.6% |
| Participant deferral / active EE | $13,914 | $6,799+104.6% | $6,426+116.5% | $5,609+148.1% |
| Admin fee / account holder | $18,518 | $10,916+69.6% | $9,284+99.5% | $10,827+71.0% |