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 | $304,738 | $138,065+120.7% | $123,544+146.7% | $135,375+125.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.01% | 153.68%-157.7pp | 119.20%-123.2pp | 519.73%-523.7pp |
| Employer contribution / active EE | $7,845 | $5,151+52.3% | $4,628+69.5% | $4,779+64.2% |
| Participant deferral / active EE | $13,360 | $6,799+96.5% | $6,426+107.9% | $5,609+138.2% |
| Admin fee / account holder | $7,837 | $10,916-28.2% | $9,284-15.6% | $10,827-27.6% |