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 | $262,832 | $138,065+90.4% | $123,544+112.7% | $135,375+94.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.45% | 153.68%-155.1pp | 119.20%-120.6pp | 519.73%-521.2pp |
| Employer contribution / active EE | $3,447 | $5,151-33.1% | $4,628-25.5% | $4,779-27.9% |
| Participant deferral / active EE | $16,000 | $6,799+135.3% | $6,426+149.0% | $5,609+185.3% |
| Admin fee / account holder | $1,118 | $10,916-89.8% | $9,284-88.0% | $10,827-89.7% |