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 | $327,070 | $138,065+136.9% | $123,544+164.7% | $135,375+141.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.77% | 153.68%-162.5pp | 119.20%-128.0pp | 519.73%-528.5pp |
| Employer contribution / active EE | $38,074 | $5,151+639.1% | $4,628+722.7% | $4,779+696.7% |
| Participant deferral / active EE | $28,438 | $6,799+318.3% | $6,426+342.6% | $5,609+407.0% |
| Admin fee / account holder | $18,999 | $10,916+74.0% | $9,284+104.6% | $10,827+75.5% |