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 7-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 | $294,634 | $138,065+113.4% | $123,544+138.5% | $135,375+117.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.11% | 153.68%-154.8pp | 119.20%-120.3pp | 519.73%-520.8pp |
| Employer contribution / active EE | $8,467 | $5,151+64.4% | $4,628+83.0% | $4,779+77.2% |
| Participant deferral / active EE | $10,440 | $6,799+53.5% | $6,426+62.5% | $5,609+86.1% |
| Admin fee / account holder | $2,627 | $10,916-75.9% | $9,284-71.7% | $10,827-75.7% |