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 | $263,552 | $138,065+90.9% | $123,544+113.3% | $135,375+94.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.90% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $11,205 | $5,151+117.5% | $4,628+142.1% | $4,779+134.5% |
| Participant deferral / active EE | $7,889 | $6,799+16.0% | $6,426+22.8% | $5,609+40.7% |
| Admin fee / account holder | $3,117 | $10,916-71.4% | $9,284-66.4% | $10,827-71.2% |