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 | $250,700 | $135,635+84.8% | $110,238+127.4% | $135,375+85.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.72% | 513.19%-518.9pp | 314.74%-320.5pp | 519.73%-525.5pp |
| Employer contribution / active EE | $14,334 | $4,906+192.2% | $3,826+274.6% | $4,779+200.0% |
| Participant deferral / active EE | $11,315 | $5,506+105.5% | $4,672+142.2% | $5,609+101.7% |
| Admin fee / account holder | $3,484 | $11,457-69.6% | $8,547-59.2% | $10,827-67.8% |