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 | $679,101 | $138,065+391.9% | $123,544+449.7% | $135,375+401.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.61% | 153.68%-157.3pp | 119.20%-122.8pp | 519.73%-523.3pp |
| Employer contribution / active EE | $4,801 | $5,151-6.8% | $4,628+3.8% | $4,779+0.5% |
| Participant deferral / active EE | $14,937 | $6,799+119.7% | $6,426+132.5% | $5,609+166.3% |
| Admin fee / account holder | $24,935 | $10,916+128.4% | $9,284+168.6% | $10,827+130.3% |