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 | $301,498 | $138,065+118.4% | $123,544+144.0% | $135,375+122.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.15% | 153.68%-157.8pp | 119.20%-123.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $14,738 | $5,151+186.1% | $4,628+218.5% | $4,779+208.4% |
| Participant deferral / active EE | $9,367 | $6,799+37.8% | $6,426+45.8% | $5,609+67.0% |
| Admin fee / account holder | $2,734 | $10,916-75.0% | $9,284-70.6% | $10,827-74.7% |