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 | $303,404 | $180,449+68.1% | $154,107+96.9% | $135,375+124.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.32% | 888.09%-888.4pp | 735.12%-735.4pp | 519.73%-520.1pp |
| Employer contribution / active EE | $2,510 | $6,035-58.4% | $5,298-52.6% | $4,779-47.5% |
| Participant deferral / active EE | $5,070 | $5,806-12.7% | $5,081-0.2% | $5,609-9.6% |
| Admin fee / account holder | $8,205 | $16,143-49.2% | $13,411-38.8% | $10,827-24.2% |