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 | $293,211 | $152,509+92.3% | $117,472+149.6% | $134,475+118.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.86% | 52.99%-68.8pp | 29.74%-45.6pp | 417.96%-433.8pp |
| Employer contribution / active EE | $30,267 | $5,571+443.3% | $4,176+624.8% | $4,740+538.6% |
| Participant deferral / active EE | $24,833 | $4,818+415.4% | $4,070+510.1% | $6,400+288.0% |
| Admin fee / account holder | $11,974 | $7,004+71.0% | $5,645+112.1% | $11,426+4.8% |