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 | $347,347 | $190,805+82.0% | $159,960+117.1% | $134,475+158.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -5.53% | 552.23%-557.8pp | 408.60%-414.1pp | 417.96%-423.5pp |
| Employer contribution / active EE | $13,366 | $4,995+167.6% | $4,226+216.3% | $4,740+182.0% |
| Participant deferral / active EE | $8,165 | $6,923+17.9% | $6,182+32.1% | $6,400+27.6% |
| Admin fee / account holder | $3,806 | $10,471-63.7% | $8,698-56.2% | $11,426-66.7% |