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 | $257,713 | $138,065+86.7% | $123,544+108.6% | $135,375+90.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.10% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.8pp |
| Employer contribution / active EE | $13,628 | $5,151+164.5% | $4,628+194.5% | $4,779+185.2% |
| Participant deferral / active EE | $14,052 | $6,799+106.7% | $6,426+118.7% | $5,609+150.5% |
| Admin fee / account holder | $1,793 | $10,916-83.6% | $9,284-80.7% | $10,827-83.4% |