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 | $296,005 | $138,065+114.4% | $123,544+139.6% | $135,375+118.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.47% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,664 | $5,151-48.3% | $4,628-42.4% | $4,779-44.3% |
| Participant deferral / active EE | $12,924 | $6,799+90.1% | $6,426+101.1% | $5,609+130.4% |
| Admin fee / account holder | $3,197 | $10,916-70.7% | $9,284-65.6% | $10,827-70.5% |