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 | $364,133 | $135,635+168.5% | $110,238+230.3% | $135,375+169.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.79% | 513.19%-515.0pp | 314.74%-316.5pp | 519.73%-521.5pp |
| Employer contribution / active EE | $11,300 | $4,906+130.3% | $3,826+195.3% | $4,779+136.5% |
| Participant deferral / active EE | $8,260 | $5,506+50.0% | $4,672+76.8% | $5,609+47.3% |
| Admin fee / account holder | $7,200 | $11,457-37.2% | $8,547-15.8% | $10,827-33.5% |