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 | $408,284 | $138,065+195.7% | $123,544+230.5% | $135,375+201.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.41% | 153.68%-154.1pp | 119.20%-119.6pp | 519.73%-520.1pp |
| Employer contribution / active EE | $1,963 | $5,151-61.9% | $4,628-57.6% | $4,779-58.9% |
| Participant deferral / active EE | $9,054 | $6,799+33.2% | $6,426+40.9% | $5,609+61.4% |
| Admin fee / account holder | $21,527 | $10,916+97.2% | $9,284+131.9% | $10,827+98.8% |