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 | $291,576 | $135,635+115.0% | $110,238+164.5% | $135,375+115.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -0.15% | 513.19%-513.3pp | 314.74%-314.9pp | 519.73%-519.9pp |
| Employer contribution / active EE | $8,571 | $4,906+74.7% | $3,826+124.0% | $4,779+79.4% |
| Participant deferral / active EE | $8,985 | $5,506+63.2% | $4,672+92.3% | $5,609+60.2% |
| Admin fee / account holder | $6,488 | $11,457-43.4% | $8,547-24.1% | $10,827-40.1% |