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 | $313,927 | $135,635+131.4% | $110,238+184.8% | $135,375+131.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.22% | 513.19%-519.4pp | 314.74%-321.0pp | 519.73%-526.0pp |
| Employer contribution / active EE | $3,389 | $4,906-30.9% | $3,826-11.4% | $4,779-29.1% |
| Participant deferral / active EE | $2,917 | $5,506-47.0% | $4,672-37.6% | $5,609-48.0% |
| Admin fee / account holder | $2,389 | $11,457-79.1% | $8,547-72.0% | $10,827-77.9% |