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 | $430,652 | $138,065+211.9% | $123,544+248.6% | $135,375+218.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.27% | 153.68%-159.0pp | 119.20%-124.5pp | 519.73%-525.0pp |
| Employer contribution / active EE | $23,290 | $5,151+352.1% | $4,628+403.3% | $4,779+387.4% |
| Participant deferral / active EE | $18,333 | $6,799+169.6% | $6,426+185.3% | $5,609+226.9% |
| Admin fee / account holder | $7,285 | $10,916-33.3% | $9,284-21.5% | $10,827-32.7% |