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 | $410,397 | $138,044+197.3% | $125,339+227.4% | $134,475+205.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.84% | 750.33%-765.2pp | 572.05%-586.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $5,207 | $5,243-0.7% | $4,814+8.2% | $4,740+9.9% |
| Participant deferral / active EE | $9,355 | $7,799+19.9% | $7,446+25.6% | $6,400+46.2% |
| Admin fee / account holder | $13,470 | $11,571+16.4% | $10,010+34.6% | $11,426+17.9% |