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 | $256,914 | $138,065+86.1% | $123,544+108.0% | $135,375+89.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.10% | 153.68%-156.8pp | 119.20%-122.3pp | 519.73%-522.8pp |
| Employer contribution / active EE | $14,174 | $5,151+175.1% | $4,628+206.3% | $4,779+196.6% |
| Participant deferral / active EE | $4,170 | $6,799-38.7% | $6,426-35.1% | $5,609-25.6% |
| Admin fee / account holder | $1,696 | $10,916-84.5% | $9,284-81.7% | $10,827-84.3% |