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 | $656,580 | $190,805+244.1% | $159,960+310.5% | $134,475+388.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.38% | 552.23%-568.6pp | 408.60%-425.0pp | 417.96%-434.3pp |
| Employer contribution / active EE | $7,830 | $4,995+56.8% | $4,226+85.3% | $4,740+65.2% |
| Participant deferral / active EE | $11,875 | $6,923+71.5% | $6,182+92.1% | $6,400+85.6% |
| Admin fee / account holder | $23,469 | $10,471+124.1% | $8,698+169.8% | $11,426+105.4% |