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 | $608,728 | $138,065+340.9% | $123,544+392.7% | $135,375+349.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.46% | 153.68%-156.1pp | 119.20%-121.7pp | 519.73%-522.2pp |
| Employer contribution / active EE | $10,571 | $5,151+105.2% | $4,628+128.4% | $4,779+121.2% |
| Participant deferral / active EE | $7,881 | $6,799+15.9% | $6,426+22.6% | $5,609+40.5% |
| Admin fee / account holder | $3,570 | $10,916-67.3% | $9,284-61.5% | $10,827-67.0% |