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 | $559,812 | $138,065+305.5% | $123,544+353.1% | $135,375+313.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.62% | 153.68%-156.3pp | 119.20%-121.8pp | 519.73%-522.4pp |
| Employer contribution / active EE | $14,358 | $5,151+178.7% | $4,628+210.3% | $4,779+200.5% |
| Participant deferral / active EE | $15,763 | $6,799+131.8% | $6,426+145.3% | $5,609+181.0% |
| Admin fee / account holder | $99,192 | $10,916+808.7% | $9,284+968.4% | $10,827+816.1% |