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 | $416,847 | $138,065+201.9% | $123,544+237.4% | $135,375+207.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.11% | 153.68%-155.8pp | 119.20%-121.3pp | 519.73%-521.8pp |
| Employer contribution / active EE | $1,683 | $5,151-67.3% | $4,628-63.6% | $4,779-64.8% |
| Participant deferral / active EE | $9,082 | $6,799+33.6% | $6,426+41.3% | $5,609+61.9% |
| Admin fee / account holder | $3,231 | $10,916-70.4% | $9,284-65.2% | $10,827-70.2% |