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 | $410,952 | $135,635+203.0% | $110,238+272.8% | $135,375+203.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.03% | 513.19%-519.2pp | 314.74%-320.8pp | 519.73%-525.8pp |
| Employer contribution / active EE | $4,689 | $4,906-4.4% | $3,826+22.6% | $4,779-1.9% |
| Participant deferral / active EE | $11,470 | $5,506+108.3% | $4,672+145.5% | $5,609+104.5% |
| Admin fee / account holder | $1,580 | $11,457-86.2% | $8,547-81.5% | $10,827-85.4% |