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 | $269,439 | $138,065+95.2% | $123,544+118.1% | $135,375+99.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.96% | 153.68%-159.6pp | 119.20%-125.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,451 | $5,151-71.8% | $4,628-68.6% | $4,779-69.6% |
| Participant deferral / active EE | $3,007 | $6,799-55.8% | $6,426-53.2% | $5,609-46.4% |
| Admin fee / account holder | $1,602 | $10,916-85.3% | $9,284-82.7% | $10,827-85.2% |