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 | $250,320 | $138,044+81.3% | $125,339+99.7% | $134,475+86.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.23% | 750.33%-758.6pp | 572.05%-580.3pp | 417.96%-426.2pp |
| Employer contribution / active EE | $3,061 | $5,243-41.6% | $4,814-36.4% | $4,740-35.4% |
| Participant deferral / active EE | $6,834 | $7,799-12.4% | $7,446-8.2% | $6,400+6.8% |
| Admin fee / account holder | $12,416 | $11,571+7.3% | $10,010+24.0% | $11,426+8.7% |