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 | $706,698 | $138,065+411.9% | $123,544+472.0% | $135,375+422.0% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -4.96% | 153.68%-158.6pp | 119.20%-124.2pp | 519.73%-524.7pp |
| Employer contribution / active EE | $13,430 | $5,151+160.7% | $4,628+190.2% | $4,779+181.0% |
| Participant deferral / active EE | $13,490 | $6,799+98.4% | $6,426+109.9% | $5,609+140.5% |
| Admin fee / account holder | $11,111 | $10,916+1.8% | $9,284+19.7% | $10,827+2.6% |