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 | $414,869 | $180,449+129.9% | $154,107+169.2% | $135,375+206.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.76% | 888.09%-892.9pp | 735.12%-739.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $22,743 | $6,035+276.9% | $5,298+329.3% | $4,779+375.9% |
| Participant deferral / active EE | $12,450 | $5,806+114.4% | $5,081+145.1% | $5,609+122.0% |
| Admin fee / account holder | $1,812 | $16,143-88.8% | $13,411-86.5% | $10,827-83.3% |