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 | $361,745 | $138,065+162.0% | $123,544+192.8% | $135,375+167.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.94% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $10,308 | $5,151+100.1% | $4,628+122.7% | $4,779+115.7% |
| Participant deferral / active EE | $6,288 | $6,799-7.5% | $6,426-2.1% | $5,609+12.1% |
| Admin fee / account holder | $1,848 | $10,916-83.1% | $9,284-80.1% | $10,827-82.9% |