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 | $354,603 | $138,065+156.8% | $123,544+187.0% | $135,375+161.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.29% | 153.68%-158.0pp | 119.20%-123.5pp | 519.73%-524.0pp |
| Employer contribution / active EE | $10,878 | $5,151+111.2% | $4,628+135.1% | $4,779+127.6% |
| Participant deferral / active EE | $12,183 | $6,799+79.2% | $6,426+89.6% | $5,609+117.2% |
| Admin fee / account holder | $46,209 | $10,916+323.3% | $9,284+397.7% | $10,827+326.8% |