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 | $474,349 | $138,065+243.6% | $123,544+284.0% | $135,375+250.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.32% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $19,985 | $5,151+287.9% | $4,628+331.8% | $4,779+318.2% |
| Participant deferral / active EE | $17,249 | $6,799+153.7% | $6,426+168.4% | $5,609+207.5% |
| Admin fee / account holder | $8,101 | $10,916-25.8% | $9,284-12.7% | $10,827-25.2% |