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 | $363,568 | $180,449+101.5% | $154,107+135.9% | $135,375+168.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -6.00% | 888.09%-894.1pp | 735.12%-741.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $19,284 | $6,035+219.5% | $5,298+264.0% | $4,779+303.5% |
| Participant deferral / active EE | $8,999 | $5,806+55.0% | $5,081+77.1% | $5,609+60.4% |
| Admin fee / account holder | $15,746 | $16,143-2.5% | $13,411+17.4% | $10,827+45.4% |