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 | $262,659 | $90,600+189.9% | $79,464+230.5% | $135,375+94.0% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -8.09% | 977.43%-985.5pp | 718.14%-726.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $6,839 | $3,068+122.9% | $2,800+144.2% | $4,779+43.1% |
| Participant deferral / active EE | $13,589 | $4,050+235.5% | $3,704+266.9% | $5,609+142.3% |
| Admin fee / account holder | $4,943 | $5,907-16.3% | $5,113-3.3% | $10,827-54.3% |