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 | $269,912 | $133,958+101.5% | $112,228+140.5% | $134,475+100.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -6.72% | 47.11%-53.8pp | 27.45%-34.2pp | 417.96%-424.7pp |
| Employer contribution / active EE | $2,312 | $4,038-42.7% | $3,635-36.4% | $4,740-51.2% |
| Participant deferral / active EE | $3,182 | $5,291-39.8% | $4,728-32.7% | $6,400-50.3% |
| Admin fee / account holder | $85,201 | $7,489+1037.7% | $6,410+1229.2% | $11,426+645.7% |