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 | $418,922 | $138,065+203.4% | $123,544+239.1% | $135,375+209.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.60% | 153.68%-155.3pp | 119.20%-120.8pp | 519.73%-521.3pp |
| Employer contribution / active EE | $9,294 | $5,151+80.4% | $4,628+100.8% | $4,779+94.5% |
| Participant deferral / active EE | $7,782 | $6,799+14.5% | $6,426+21.1% | $5,609+38.8% |
| Admin fee / account holder | $63,293 | $10,916+479.8% | $9,284+581.8% | $10,827+484.6% |