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 | $697,526 | $138,044+405.3% | $125,339+456.5% | $134,475+418.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.55% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,174 | $5,243-58.5% | $4,814-54.8% | $4,740-54.1% |
| Participant deferral / active EE | $3,138 | $7,799-59.8% | $7,446-57.9% | $6,400-51.0% |
| Admin fee / account holder | $5,736 | $11,571-50.4% | $10,010-42.7% | $11,426-49.8% |