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 | $357,715 | $138,065+159.1% | $123,544+189.5% | $135,375+164.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.27% | 153.68%-162.0pp | 119.20%-127.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $8,714 | $5,151+69.2% | $4,628+88.3% | $4,779+82.3% |
| Participant deferral / active EE | $10,047 | $6,799+47.8% | $6,426+56.4% | $5,609+79.1% |
| Admin fee / account holder | $3,630 | $10,916-66.7% | $9,284-60.9% | $10,827-66.5% |