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 | $296,337 | $90,600+227.1% | $79,464+272.9% | $135,375+118.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.43% | 977.43%-980.9pp | 718.14%-721.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $9,120 | $3,068+197.3% | $2,800+225.7% | $4,779+90.9% |
| Participant deferral / active EE | $10,248 | $4,050+153.0% | $3,704+176.7% | $5,609+82.7% |
| Admin fee / account holder | $1,772 | $5,907-70.0% | $5,113-65.3% | $10,827-83.6% |