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 | $285,088 | $147,727+93.0% | $115,756+146.3% | $134,475+112.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -14.45% | 73.96%-88.4pp | 143.14%-157.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $7,643 | $4,713+62.2% | $3,793+101.5% | $4,740+61.3% |
| Participant deferral / active EE | $11,016 | $7,563+45.7% | $6,254+76.2% | $6,400+72.1% |
| Admin fee / account holder | $4,918 | $14,571-66.2% | $8,124-39.5% | $11,426-57.0% |