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 6-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 | $366,402 | $190,805+92.0% | $159,960+129.1% | $134,475+172.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.34% | 552.23%-564.6pp | 408.60%-420.9pp | 417.96%-430.3pp |
| Employer contribution / active EE | $14,583 | $4,995+191.9% | $4,226+245.1% | $4,740+207.7% |
| Participant deferral / active EE | $24,833 | $6,923+258.7% | $6,182+301.7% | $6,400+288.0% |
| Admin fee / account holder | $4,696 | $10,471-55.2% | $8,698-46.0% | $11,426-58.9% |