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 | $396,982 | $168,632+135.4% | $147,614+168.9% | $125,391+216.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.57% | 77.65%-79.2pp | 61.98%-63.5pp | 282.22%-283.8pp |
| Employer contribution / active EE | $5,297 | $6,252-15.3% | $5,564-4.8% | $4,866+8.9% |
| Participant deferral / active EE | $6,598 | $5,507+19.8% | $4,895+34.8% | $5,352+23.3% |
| Admin fee / account holder | $26,441 | $13,580+94.7% | $11,611+127.7% | $9,540+177.1% |