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 | $268,573 | $138,065+94.5% | $123,544+117.4% | $135,375+98.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.84% | 153.68%-156.5pp | 119.20%-122.0pp | 519.73%-522.6pp |
| Employer contribution / active EE | $4,179 | $5,151-18.9% | $4,628-9.7% | $4,779-12.5% |
| Participant deferral / active EE | $11,291 | $6,799+66.1% | $6,426+75.7% | $5,609+101.3% |
| Admin fee / account holder | $10,785 | $10,916-1.2% | $9,284+16.2% | $10,827-0.4% |