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 | $259,196 | $180,449+43.6% | $154,107+68.2% | $135,375+91.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.72% | 888.09%-890.8pp | 735.12%-737.8pp | 519.73%-522.5pp |
| Employer contribution / active EE | $6,252 | $6,035+3.6% | $5,298+18.0% | $4,779+30.8% |
| Participant deferral / active EE | $9,343 | $5,806+60.9% | $5,081+83.9% | $5,609+66.6% |
| Admin fee / account holder | $40,450 | $16,143+150.6% | $13,411+201.6% | $10,827+273.6% |