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 | $264,842 | $138,065+91.8% | $123,544+114.4% | $135,375+95.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.42% | 153.68%-159.1pp | 119.20%-124.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $11,383 | $5,151+121.0% | $4,628+146.0% | $4,779+138.2% |
| Participant deferral / active EE | $16,231 | $6,799+138.7% | $6,426+152.6% | $5,609+189.4% |
| Admin fee / account holder | $5,429 | $10,916-50.3% | $9,284-41.5% | $10,827-49.9% |