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 | $312,943 | $135,635+130.7% | $110,238+183.9% | $135,375+131.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.94% | 513.19%-520.1pp | 314.74%-321.7pp | 519.73%-526.7pp |
| Employer contribution / active EE | $8,786 | $4,906+79.1% | $3,826+129.6% | $4,779+83.9% |
| Participant deferral / active EE | $12,270 | $5,506+122.8% | $4,672+162.6% | $5,609+118.8% |
| Admin fee / account holder | $3,647 | $11,457-68.2% | $8,547-57.3% | $10,827-66.3% |