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 | $336,229 | $97,757+243.9% | $83,848+301.0% | $135,375+148.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.26% | 1287.37%-1294.6pp | 850.88%-858.1pp | 519.73%-527.0pp |
| Employer contribution / active EE | $13,492 | $4,222+219.6% | $3,631+271.6% | $4,779+182.3% |
| Participant deferral / active EE | $12,222 | $4,682+161.0% | $4,082+199.4% | $5,609+117.9% |
| Admin fee / account holder | $5,891 | $6,674-11.7% | $5,478+7.5% | $10,827-45.6% |