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 | $393,863 | $180,449+118.3% | $154,107+155.6% | $135,375+190.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.47% | 888.09%-892.6pp | 735.12%-739.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $12,436 | $6,035+106.1% | $5,298+134.8% | $4,779+160.2% |
| Participant deferral / active EE | $10,340 | $5,806+78.1% | $5,081+103.5% | $5,609+84.4% |
| Admin fee / account holder | $60,735 | $16,143+276.2% | $13,411+352.9% | $10,827+461.0% |