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 | $327,615 | $135,635+141.5% | $110,238+197.2% | $135,375+142.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.59% | 513.19%-520.8pp | 314.74%-322.3pp | 519.73%-527.3pp |
| Employer contribution / active EE | $7,500 | $4,906+52.9% | $3,826+96.0% | $4,779+56.9% |
| Participant deferral / active EE | $5,757 | $5,506+4.5% | $4,672+23.2% | $5,609+2.6% |
| Admin fee / account holder | $14,062 | $11,457+22.7% | $8,547+64.5% | $10,827+29.9% |