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 | $363,799 | $135,635+168.2% | $110,238+230.0% | $135,375+168.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.75% | 513.19%-515.9pp | 314.74%-317.5pp | 519.73%-522.5pp |
| Employer contribution / active EE | $7,143 | $4,906+45.6% | $3,826+86.7% | $4,779+49.5% |
| Participant deferral / active EE | $0 | $5,506-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $19,118 | $11,457+66.9% | $8,547+123.7% | $10,827+76.6% |