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 | $253,298 | $90,600+179.6% | $79,464+218.8% | $135,375+87.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.77% | 977.43%-981.2pp | 718.14%-721.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $10,316 | $3,068+236.3% | $2,800+268.4% | $4,779+115.9% |
| Participant deferral / active EE | $6,979 | $4,050+72.3% | $3,704+88.4% | $5,609+24.4% |
| Admin fee / account holder | $3,499 | $5,907-40.8% | $5,113-31.6% | $10,827-67.7% |