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 | $341,723 | $138,065+147.5% | $123,544+176.6% | $135,375+152.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.41% | 153.68%-157.1pp | 119.20%-122.6pp | 519.73%-523.1pp |
| Employer contribution / active EE | $7,391 | $5,151+43.5% | $4,628+59.7% | $4,779+54.7% |
| Participant deferral / active EE | $15,125 | $6,799+122.5% | $6,426+135.4% | $5,609+169.7% |
| Admin fee / account holder | $1,426 | $10,916-86.9% | $9,284-84.6% | $10,827-86.8% |