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 | $282,459 | $190,805+48.0% | $159,960+76.6% | $134,475+110.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -4.54% | 552.23%-556.8pp | 408.60%-413.1pp | 417.96%-422.5pp |
| Employer contribution / active EE | $30,206 | $4,995+504.7% | $4,226+614.8% | $4,740+537.3% |
| Participant deferral / active EE | $2,052 | $6,923-70.4% | $6,182-66.8% | $6,400-67.9% |
| Admin fee / account holder | $1,555 | $10,471-85.1% | $8,698-82.1% | $11,426-86.4% |