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 | $344,933 | $138,065+149.8% | $123,544+179.2% | $135,375+154.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.49% | 153.68%-154.2pp | 119.20%-119.7pp | 519.73%-520.2pp |
| Employer contribution / active EE | $1,296 | $5,151-74.8% | $4,628-72.0% | $4,779-72.9% |
| Participant deferral / active EE | $13,953 | $6,799+105.2% | $6,426+117.1% | $5,609+148.8% |
| Admin fee / account holder | $5,785 | $10,916-47.0% | $9,284-37.7% | $10,827-46.6% |