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 | $285,226 | $135,635+110.3% | $110,238+158.7% | $135,375+110.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.37% | 513.19%-516.6pp | 314.74%-318.1pp | 519.73%-523.1pp |
| Employer contribution / active EE | $3,602 | $4,906-26.6% | $3,826-5.9% | $4,779-24.6% |
| Participant deferral / active EE | $21,500 | $5,506+290.4% | $4,672+360.2% | $5,609+283.3% |
| Admin fee / account holder | $94,641 | $11,457+726.1% | $8,547+1007.3% | $10,827+774.1% |