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 | $437,627 | $138,065+217.0% | $123,544+254.2% | $135,375+223.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -6.28% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $10,088 | $5,151+95.8% | $4,628+118.0% | $4,779+111.1% |
| Participant deferral / active EE | $10,088 | $6,799+48.4% | $6,426+57.0% | $5,609+79.9% |
| Admin fee / account holder | $25,595 | $10,916+134.5% | $9,284+175.7% | $10,827+136.4% |