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 | $316,597 | $180,449+75.4% | $154,107+105.4% | $135,375+133.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.45% | 888.09%-888.5pp | 735.12%-735.6pp | 519.73%-520.2pp |
| Employer contribution / active EE | $3,839 | $6,035-36.4% | $5,298-27.5% | $4,779-19.7% |
| Participant deferral / active EE | $10,378 | $5,806+78.7% | $5,081+104.3% | $5,609+85.0% |
| Admin fee / account holder | $14,666 | $16,143-9.1% | $13,411+9.4% | $10,827+35.5% |