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 | $281,436 | $135,635+107.5% | $110,238+155.3% | $135,375+107.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.63% | 513.19%-520.8pp | 314.74%-322.4pp | 519.73%-527.4pp |
| Employer contribution / active EE | $4,261 | $4,906-13.1% | $3,826+11.4% | $4,779-10.8% |
| Participant deferral / active EE | $20,702 | $5,506+276.0% | $4,672+343.1% | $5,609+269.1% |
| Admin fee / account holder | $7,896 | $11,457-31.1% | $8,547-7.6% | $10,827-27.1% |