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 | $579,027 | $138,065+319.4% | $123,544+368.7% | $135,375+327.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.95% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $26,819 | $5,151+420.6% | $4,628+479.5% | $4,779+461.2% |
| Participant deferral / active EE | $2,513 | $6,799-63.0% | $6,426-60.9% | $5,609-55.2% |
| Admin fee / account holder | $15,246 | $10,916+39.7% | $9,284+64.2% | $10,827+40.8% |