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 | $703,305 | $138,065+409.4% | $123,544+469.3% | $135,375+419.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.76% | 153.68%-162.4pp | 119.20%-128.0pp | 519.73%-528.5pp |
| Employer contribution / active EE | $8,114 | $5,151+57.5% | $4,628+75.3% | $4,779+69.8% |
| Participant deferral / active EE | $5,000 | $6,799-26.5% | $6,426-22.2% | $5,609-10.9% |
| Admin fee / account holder | $2,535 | $10,916-76.8% | $9,284-72.7% | $10,827-76.6% |