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 | $309,457 | $160,055+93.3% | $140,016+121.0% | $135,375+128.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.49% | 911.38%-916.9pp | 651.12%-656.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $3,206 | $6,420-50.1% | $5,606-42.8% | $4,779-32.9% |
| Participant deferral / active EE | $6,167 | $7,642-19.3% | $6,927-11.0% | $5,609+9.9% |
| Admin fee / account holder | $1,711 | $13,328-87.2% | $10,705-84.0% | $10,827-84.2% |