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 | $634,779 | $138,065+359.8% | $123,544+413.8% | $135,375+368.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.41% | 153.68%-158.1pp | 119.20%-123.6pp | 519.73%-524.1pp |
| Employer contribution / active EE | $17,131 | $5,151+232.5% | $4,628+270.2% | $4,779+258.5% |
| Participant deferral / active EE | $6,588 | $6,799-3.1% | $6,426+2.5% | $5,609+17.5% |
| Admin fee / account holder | $15,600 | $10,916+42.9% | $9,284+68.0% | $10,827+44.1% |