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 | $318,756 | $99,640+219.9% | $86,436+268.8% | $134,475+137.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.20% | 6782.58%-6785.8pp | 4394.89%-4398.1pp | 417.96%-421.2pp |
| Employer contribution / active EE | $20,284 | $4,400+361.0% | $3,769+438.3% | $4,740+328.0% |
| Participant deferral / active EE | $15,946 | $7,246+120.1% | $6,952+129.4% | $6,400+149.2% |
| Admin fee / account holder | $5,927 | $8,371-29.2% | $6,731-11.9% | $11,426-48.1% |