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 | $640,665 | $138,065+364.0% | $123,544+418.6% | $135,375+373.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.55% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $15,230 | $5,151+195.6% | $4,628+229.1% | $4,779+218.7% |
| Participant deferral / active EE | $26,286 | $6,799+286.6% | $6,426+309.1% | $5,609+368.7% |
| Admin fee / account holder | $158,327 | $10,916+1350.4% | $9,284+1605.4% | $10,827+1362.3% |