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 | $525,913 | $138,065+280.9% | $123,544+325.7% | $135,375+288.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.01% | 153.68%-156.7pp | 119.20%-122.2pp | 519.73%-522.7pp |
| Employer contribution / active EE | $8,333 | $5,151+61.8% | $4,628+80.1% | $4,779+74.4% |
| Participant deferral / active EE | $8,426 | $6,799+23.9% | $6,426+31.1% | $5,609+50.2% |
| Admin fee / account holder | $7,661 | $10,916-29.8% | $9,284-17.5% | $10,827-29.2% |