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 | $272,329 | $135,635+100.8% | $110,238+147.0% | $135,375+101.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.25% | 513.19%-518.4pp | 314.74%-320.0pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,134 | $4,906-56.5% | $3,826-44.2% | $4,779-55.3% |
| Participant deferral / active EE | $4,376 | $5,506-20.5% | $4,672-6.3% | $5,609-22.0% |
| Admin fee / account holder | $7,763 | $11,457-32.2% | $8,547-9.2% | $10,827-28.3% |