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 | $308,192 | $180,449+70.8% | $154,107+100.0% | $135,375+127.7% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -1.42% | 888.09%-889.5pp | 735.12%-736.5pp | 519.73%-521.2pp |
| Employer contribution / active EE | $9,343 | $6,035+54.8% | $5,298+76.4% | $4,779+95.5% |
| Participant deferral / active EE | $3,900 | $5,806-32.8% | $5,081-23.2% | $5,609-30.5% |
| Admin fee / account holder | $18,764 | $16,143+16.2% | $13,411+39.9% | $10,827+73.3% |