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 | $391,921 | $90,600+332.6% | $79,464+393.2% | $135,375+189.5% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | -5.99% | 977.43%-983.4pp | 718.14%-724.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $6,211 | $3,068+102.4% | $2,800+121.8% | $4,779+30.0% |
| Participant deferral / active EE | $6,454 | $4,050+59.3% | $3,704+74.2% | $5,609+15.1% |
| Admin fee / account holder | $33,667 | $5,907+470.0% | $5,113+558.5% | $10,827+210.9% |