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 | $374,822 | $152,509+145.8% | $117,472+219.1% | $134,475+178.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.24% | 52.99%-67.2pp | 29.74%-44.0pp | 417.96%-432.2pp |
| Employer contribution / active EE | $6,968 | $5,571+25.1% | $4,176+66.9% | $4,740+47.0% |
| Participant deferral / active EE | $15,844 | $4,818+228.9% | $4,070+289.3% | $6,400+147.6% |
| Admin fee / account holder | $354 | $7,004-94.9% | $5,645-93.7% | $11,426-96.9% |