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 | $280,617 | $138,065+103.3% | $123,544+127.1% | $135,375+107.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.74% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $11,270 | $5,151+118.8% | $4,628+143.5% | $4,779+135.8% |
| Participant deferral / active EE | $6,396 | $6,799-5.9% | $6,426-0.5% | $5,609+14.0% |
| Admin fee / account holder | $4,154 | $10,916-61.9% | $9,284-55.3% | $10,827-61.6% |