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 | $417,185 | $138,044+202.2% | $125,339+232.8% | $134,475+210.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.62% | 750.33%-761.9pp | 572.05%-583.7pp | 417.96%-429.6pp |
| Employer contribution / active EE | $13,625 | $5,243+159.9% | $4,814+183.1% | $4,740+187.5% |
| Participant deferral / active EE | $8,429 | $7,799+8.1% | $7,446+13.2% | $6,400+31.7% |
| Admin fee / account holder | $5,423 | $11,571-53.1% | $10,010-45.8% | $11,426-52.5% |