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 | $403,452 | $180,449+123.6% | $154,107+161.8% | $135,375+198.0% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -3.50% | 888.09%-891.6pp | 735.12%-738.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $17,609 | $6,035+191.8% | $5,298+232.4% | $4,779+268.5% |
| Participant deferral / active EE | $9,643 | $5,806+66.1% | $5,081+89.8% | $5,609+71.9% |
| Admin fee / account holder | $3,699 | $16,143-77.1% | $13,411-72.4% | $10,827-65.8% |