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 | $282,947 | $106,543+165.6% | $91,220+210.2% | $134,475+110.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.66% | 160.60%-179.3pp | 114.01%-132.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $17,350 | $3,331+420.9% | $2,850+508.8% | $4,740+266.1% |
| Participant deferral / active EE | $14,475 | $4,719+206.8% | $4,234+241.9% | $6,400+126.2% |
| Admin fee / account holder | $5,882 | $6,231-5.6% | $5,420+8.5% | $11,426-48.5% |