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 | $269,301 | $138,065+95.1% | $123,544+118.0% | $135,375+98.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.18% | 153.68%-157.9pp | 119.20%-123.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,184 | $5,151-57.6% | $4,628-52.8% | $4,779-54.3% |
| Participant deferral / active EE | $9,364 | $6,799+37.7% | $6,426+45.7% | $5,609+67.0% |
| Admin fee / account holder | $2,276 | $10,916-79.1% | $9,284-75.5% | $10,827-79.0% |