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 | $415,863 | $138,044+201.3% | $125,339+231.8% | $134,475+209.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.92% | 750.33%-766.2pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $5,612 | $5,243+7.0% | $4,814+16.6% | $4,740+18.4% |
| Participant deferral / active EE | $13,635 | $7,799+74.8% | $7,446+83.1% | $6,400+113.1% |
| Admin fee / account holder | $4,764 | $11,571-58.8% | $10,010-52.4% | $11,426-58.3% |