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 | $508,737 | $190,805+166.6% | $159,960+218.0% | $134,475+278.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -11.79% | 552.23%-564.0pp | 408.60%-420.4pp | 417.96%-429.8pp |
| Employer contribution / active EE | $4,489 | $4,995-10.1% | $4,226+6.2% | $4,740-5.3% |
| Participant deferral / active EE | $11,007 | $6,923+59.0% | $6,182+78.0% | $6,400+72.0% |
| Admin fee / account holder | $333 | $10,471-96.8% | $8,698-96.2% | $11,426-97.1% |