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 | $270,876 | $138,065+96.2% | $123,544+119.3% | $135,375+100.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.60% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $3,314 | $5,151-35.7% | $4,628-28.4% | $4,779-30.7% |
| Participant deferral / active EE | $8,640 | $6,799+27.1% | $6,426+34.5% | $5,609+54.0% |
| Admin fee / account holder | $2,281 | $10,916-79.1% | $9,284-75.4% | $10,827-78.9% |