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 | $434,591 | $90,600+379.7% | $79,464+446.9% | $135,375+221.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.50% | 977.43%-983.9pp | 718.14%-724.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $20,728 | $3,068+575.6% | $2,800+640.2% | $4,779+333.8% |
| Participant deferral / active EE | $9,851 | $4,050+143.2% | $3,704+166.0% | $5,609+75.6% |
| Admin fee / account holder | $60,076 | $5,907+917.1% | $5,113+1075.0% | $10,827+454.9% |