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 | $295,454 | $138,065+114.0% | $123,544+139.1% | $135,375+118.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.58% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $3,277 | $5,151-36.4% | $4,628-29.2% | $4,779-31.4% |
| Participant deferral / active EE | $8,814 | $6,799+29.6% | $6,426+37.2% | $5,609+57.2% |
| Admin fee / account holder | $5,943 | $10,916-45.6% | $9,284-36.0% | $10,827-45.1% |