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 | $355,069 | $138,065+157.2% | $123,544+187.4% | $135,375+162.3% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -4.70% | 153.68%-158.4pp | 119.20%-123.9pp | 519.73%-524.4pp |
| Employer contribution / active EE | $14,150 | $5,151+174.7% | $4,628+205.8% | $4,779+196.1% |
| Participant deferral / active EE | $10,197 | $6,799+50.0% | $6,426+58.7% | $5,609+81.8% |
| Admin fee / account holder | $166,788 | $10,916+1427.9% | $9,284+1696.5% | $10,827+1440.5% |