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 | $317,859 | $180,449+76.1% | $154,107+106.3% | $135,375+134.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.79% | 888.09%-895.9pp | 735.12%-742.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $6,880 | $6,035+14.0% | $5,298+29.9% | $4,779+44.0% |
| Participant deferral / active EE | $12,062 | $5,806+107.7% | $5,081+137.4% | $5,609+115.1% |
| Admin fee / account holder | $1,505 | $16,143-90.7% | $13,411-88.8% | $10,827-86.1% |