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 | $327,149 | $180,449+81.3% | $154,107+112.3% | $135,375+141.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.18% | 888.09%-889.3pp | 735.12%-736.3pp | 519.73%-520.9pp |
| Employer contribution / active EE | $8,975 | $6,035+48.7% | $5,298+69.4% | $4,779+87.8% |
| Participant deferral / active EE | $8,602 | $5,806+48.2% | $5,081+69.3% | $5,609+53.4% |
| Admin fee / account holder | $10,960 | $16,143-32.1% | $13,411-18.3% | $10,827+1.2% |