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 | $324,530 | $97,757+232.0% | $83,848+287.0% | $135,375+139.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.68% | 1287.37%-1293.1pp | 850.88%-856.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $8,922 | $4,222+111.3% | $3,631+145.7% | $4,779+86.7% |
| Participant deferral / active EE | $9,874 | $4,682+110.9% | $4,082+141.9% | $5,609+76.0% |
| Admin fee / account holder | $1,336 | $6,674-80.0% | $5,478-75.6% | $10,827-87.7% |