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 | $419,754 | $135,635+209.5% | $110,238+280.8% | $135,375+210.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.60% | 513.19%-517.8pp | 314.74%-319.3pp | 519.73%-524.3pp |
| Employer contribution / active EE | $2,452 | $4,906-50.0% | $3,826-35.9% | $4,779-48.7% |
| Participant deferral / active EE | $7,010 | $5,506+27.3% | $4,672+50.1% | $5,609+25.0% |
| Admin fee / account holder | $77,920 | $11,457+580.1% | $8,547+811.6% | $10,827+619.7% |