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 | $258,778 | $180,449+43.4% | $154,107+67.9% | $135,375+91.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.49% | 888.09%-895.6pp | 735.12%-742.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $9,845 | $6,035+63.1% | $5,298+85.8% | $4,779+106.0% |
| Participant deferral / active EE | $6,529 | $5,806+12.5% | $5,081+28.5% | $5,609+16.4% |
| Admin fee / account holder | $4,137 | $16,143-74.4% | $13,411-69.2% | $10,827-61.8% |