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 | $352,057 | $138,065+155.0% | $123,544+185.0% | $135,375+160.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.27% | 153.68%-161.0pp | 119.20%-126.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $13,599 | $5,151+164.0% | $4,628+193.9% | $4,779+184.6% |
| Participant deferral / active EE | $8,716 | $6,799+28.2% | $6,426+35.6% | $5,609+55.4% |
| Admin fee / account holder | $84,352 | $10,916+672.8% | $9,284+808.6% | $10,827+679.1% |