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 | $294,524 | $138,065+113.3% | $123,544+138.4% | $135,375+117.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.43% | 153.68%-161.1pp | 119.20%-126.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $5,370 | $5,151+4.2% | $4,628+16.0% | $4,779+12.4% |
| Participant deferral / active EE | $10,932 | $6,799+60.8% | $6,426+70.1% | $5,609+94.9% |
| Admin fee / account holder | $2,568 | $10,916-76.5% | $9,284-72.3% | $10,827-76.3% |