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 | $322,050 | $138,065+133.3% | $123,544+160.7% | $135,375+137.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.68% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $5,000 | $5,151-2.9% | $4,628+8.0% | $4,779+4.6% |
| Participant deferral / active EE | $20,075 | $6,799+195.3% | $6,426+212.4% | $5,609+257.9% |
| Admin fee / account holder | $7,716 | $10,916-29.3% | $9,284-16.9% | $10,827-28.7% |