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 4-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 | $384,512 | $197,825+94.4% | $155,790+146.8% | $125,391+206.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.71% | 86.74%-89.4pp | 71.54%-74.2pp | 282.22%-284.9pp |
| Employer contribution / active EE | $5,505 | $4,847+13.6% | $3,836+43.5% | $4,866+13.1% |
| Participant deferral / active EE | $20,500 | $5,630+264.1% | $4,797+327.4% | $5,352+283.1% |
| Admin fee / account holder | $1,521 | $9,545-84.1% | $7,478-79.7% | $9,540-84.1% |