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 | $313,986 | $180,449+74.0% | $154,107+103.7% | $135,375+131.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.02% | 888.09%-896.1pp | 735.12%-743.1pp | 519.73%-527.8pp |
| Employer contribution / active EE | $8,235 | $6,035+36.5% | $5,298+55.5% | $4,779+72.3% |
| Participant deferral / active EE | $11,245 | $5,806+93.7% | $5,081+121.3% | $5,609+100.5% |
| Admin fee / account holder | $2,489 | $16,143-84.6% | $13,411-81.4% | $10,827-77.0% |