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 | $595,918 | $97,757+509.6% | $83,848+610.7% | $135,375+340.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.39% | 1287.37%-1295.8pp | 850.88%-859.3pp | 519.73%-528.1pp |
| Employer contribution / active EE | $5,763 | $4,222+36.5% | $3,631+58.7% | $4,779+20.6% |
| Participant deferral / active EE | $8,682 | $4,682+85.4% | $4,082+112.7% | $5,609+54.8% |
| Admin fee / account holder | $5,627 | $6,674-15.7% | $5,478+2.7% | $10,827-48.0% |