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 | $294,523 | $190,805+54.4% | $159,960+84.1% | $134,475+119.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -11.83% | 552.23%-564.1pp | 408.60%-420.4pp | 417.96%-429.8pp |
| Employer contribution / active EE | $4,907 | $4,995-1.8% | $4,226+16.1% | $4,740+3.5% |
| Participant deferral / active EE | $12,053 | $6,923+74.1% | $6,182+95.0% | $6,400+88.3% |
| Admin fee / account holder | $1,971 | $10,471-81.2% | $8,698-77.3% | $11,426-82.7% |