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 | $450,344 | $190,805+136.0% | $159,960+181.5% | $134,475+234.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.98% | 552.23%-566.2pp | 408.60%-422.6pp | 417.96%-431.9pp |
| Employer contribution / active EE | $2,838 | $4,995-43.2% | $4,226-32.8% | $4,740-40.1% |
| Participant deferral / active EE | $6,063 | $6,923-12.4% | $6,182-1.9% | $6,400-5.3% |
| Admin fee / account holder | $11,841 | $10,471+13.1% | $8,698+36.1% | $11,426+3.6% |