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 | $273,571 | $138,065+98.1% | $123,544+121.4% | $135,375+102.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.15% | 153.68%-156.8pp | 119.20%-122.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $14,439 | $5,151+180.3% | $4,628+212.0% | $4,779+202.1% |
| Participant deferral / active EE | $8,167 | $6,799+20.1% | $6,426+27.1% | $5,609+45.6% |
| Admin fee / account holder | $100,623 | $10,916+821.8% | $9,284+983.9% | $10,827+829.4% |