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 | $358,467 | $138,065+159.6% | $123,544+190.2% | $135,375+164.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.01% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $10,791 | $5,151+109.5% | $4,628+133.2% | $4,779+125.8% |
| Participant deferral / active EE | $10,435 | $6,799+53.5% | $6,426+62.4% | $5,609+86.0% |
| Admin fee / account holder | $4,722 | $10,916-56.7% | $9,284-49.1% | $10,827-56.4% |