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 | $560,885 | $138,065+306.2% | $123,544+354.0% | $135,375+314.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.51% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $13,098 | $5,151+154.3% | $4,628+183.0% | $4,779+174.1% |
| Participant deferral / active EE | $11,323 | $6,799+66.5% | $6,426+76.2% | $5,609+101.9% |
| Admin fee / account holder | $2,057 | $10,916-81.2% | $9,284-77.8% | $10,827-81.0% |