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 | $327,240 | $138,065+137.0% | $123,544+164.9% | $135,375+141.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.17% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,418 | $5,151-53.1% | $4,628-47.8% | $4,779-49.4% |
| Participant deferral / active EE | $11,108 | $6,799+63.4% | $6,426+72.9% | $5,609+98.0% |
| Admin fee / account holder | $7,953 | $10,916-27.1% | $9,284-14.3% | $10,827-26.5% |