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 | $330,508 | $138,065+139.4% | $123,544+167.5% | $135,375+144.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.14% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,112 | $5,151-59.0% | $4,628-54.4% | $4,779-55.8% |
| Participant deferral / active EE | $9,873 | $6,799+45.2% | $6,426+53.7% | $5,609+76.0% |
| Admin fee / account holder | $41,967 | $10,916+284.5% | $9,284+352.0% | $10,827+287.6% |