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 | $305,032 | $138,065+120.9% | $123,544+146.9% | $135,375+125.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.71% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $4,728 | $5,151-8.2% | $4,628+2.2% | $4,779-1.1% |
| Participant deferral / active EE | $3,000 | $6,799-55.9% | $6,426-53.3% | $5,609-46.5% |
| Admin fee / account holder | $2,351 | $10,916-78.5% | $9,284-74.7% | $10,827-78.3% |