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 | $288,739 | $138,065+109.1% | $123,544+133.7% | $135,375+113.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.19% | 153.68%-152.5pp | 119.20%-118.0pp | 519.73%-518.5pp |
| Employer contribution / active EE | $10,000 | $5,151+94.1% | $4,628+116.1% | $4,779+109.3% |
| Participant deferral / active EE | $8,833 | $6,799+29.9% | $6,426+37.5% | $5,609+57.5% |
| Admin fee / account holder | $8,049 | $10,916-26.3% | $9,284-13.3% | $10,827-25.7% |