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 | $281,505 | $160,055+75.9% | $140,016+101.1% | $135,375+107.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.66% | 911.38%-913.0pp | 651.12%-652.8pp | 519.73%-521.4pp |
| Employer contribution / active EE | $4,767 | $6,420-25.8% | $5,606-15.0% | $4,779-0.2% |
| Participant deferral / active EE | $5,401 | $7,642-29.3% | $6,927-22.0% | $5,609-3.7% |
| Admin fee / account holder | $1,298 | $13,328-90.3% | $10,705-87.9% | $10,827-88.0% |