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 | $614,690 | $180,449+240.6% | $154,107+298.9% | $135,375+354.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.99% | 888.09%-893.1pp | 735.12%-740.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $7,540 | $6,035+24.9% | $5,298+42.3% | $4,779+57.8% |
| Participant deferral / active EE | $3,986 | $5,806-31.4% | $5,081-21.5% | $5,609-28.9% |
| Admin fee / account holder | $110,840 | $16,143+586.6% | $13,411+726.5% | $10,827+923.7% |