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 | $557,644 | $138,065+303.9% | $123,544+351.4% | $135,375+311.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.34% | 153.68%-161.0pp | 119.20%-126.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $19,967 | $5,151+287.6% | $4,628+331.5% | $4,779+317.8% |
| Participant deferral / active EE | $17,683 | $6,799+160.1% | $6,426+175.2% | $5,609+215.3% |
| Admin fee / account holder | $3,758 | $10,916-65.6% | $9,284-59.5% | $10,827-65.3% |