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 | $445,369 | $138,065+222.6% | $123,544+260.5% | $135,375+229.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.86% | 153.68%-161.5pp | 119.20%-127.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $5,887 | $5,151+14.3% | $4,628+27.2% | $4,779+23.2% |
| Participant deferral / active EE | $10,700 | $6,799+57.4% | $6,426+66.5% | $5,609+90.8% |
| Admin fee / account holder | $12,500 | $10,916+14.5% | $9,284+34.6% | $10,827+15.5% |