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 | $255,273 | $138,065+84.9% | $123,544+106.6% | $135,375+88.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.82% | 153.68%-162.5pp | 119.20%-128.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $9,915 | $5,151+92.5% | $4,628+114.2% | $4,779+107.5% |
| Participant deferral / active EE | $11,553 | $6,799+69.9% | $6,426+79.8% | $5,609+106.0% |
| Admin fee / account holder | $21,696 | $10,916+98.8% | $9,284+133.7% | $10,827+100.4% |