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 | $335,302 | $138,065+142.9% | $123,544+171.4% | $135,375+147.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.59% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $14,897 | $5,151+189.2% | $4,628+221.9% | $4,779+211.7% |
| Participant deferral / active EE | $6,125 | $6,799-9.9% | $6,426-4.7% | $5,609+9.2% |
| Admin fee / account holder | $5,558 | $10,916-49.1% | $9,284-40.1% | $10,827-48.7% |