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 | $894,368 | $88,594+909.5% | $70,092+1176.0% | $134,475+565.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -13.27% | 442.67%-455.9pp | 190.73%-204.0pp | 417.96%-431.2pp |
| Employer contribution / active EE | $4,589 | $3,233+42.0% | $2,559+79.4% | $4,740-3.2% |
| Participant deferral / active EE | $17,458 | $4,772+265.8% | $3,849+353.6% | $6,400+172.8% |
| Admin fee / account holder | $6,239 | $10,441-40.2% | $6,267-0.4% | $11,426-45.4% |