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 | $304,818 | $180,449+68.9% | $154,107+97.8% | $135,375+125.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.63% | 888.09%-895.7pp | 735.12%-742.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $7,127 | $6,035+18.1% | $5,298+34.5% | $4,779+49.1% |
| Participant deferral / active EE | $5,014 | $5,806-13.6% | $5,081-1.3% | $5,609-10.6% |
| Admin fee / account holder | $1,752 | $16,143-89.1% | $13,411-86.9% | $10,827-83.8% |