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 | $375,288 | $135,635+176.7% | $110,238+240.4% | $135,375+177.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.41% | 513.19%-519.6pp | 314.74%-321.2pp | 519.73%-526.1pp |
| Employer contribution / active EE | $7,114 | $4,906+45.0% | $3,826+85.9% | $4,779+48.9% |
| Participant deferral / active EE | $8,833 | $5,506+60.4% | $4,672+89.1% | $5,609+57.5% |
| Admin fee / account holder | $26,723 | $11,457+133.2% | $8,547+212.6% | $10,827+146.8% |