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 | $375,749 | $180,449+108.2% | $154,107+143.8% | $135,375+177.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.18% | 888.09%-896.3pp | 735.12%-743.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $11,515 | $6,035+90.8% | $5,298+117.4% | $4,779+141.0% |
| Participant deferral / active EE | $12,727 | $5,806+119.2% | $5,081+150.5% | $5,609+126.9% |
| Admin fee / account holder | $3,450 | $16,143-78.6% | $13,411-74.3% | $10,827-68.1% |