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 | $701,371 | $180,449+288.7% | $154,107+355.1% | $135,375+418.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.72% | 888.09%-893.8pp | 735.12%-740.8pp | 519.73%-525.5pp |
| Employer contribution / active EE | $51,208 | $6,035+748.5% | $5,298+866.6% | $4,779+971.6% |
| Participant deferral / active EE | $2,677 | $5,806-53.9% | $5,081-47.3% | $5,609-52.3% |
| Admin fee / account holder | $6,150 | $16,143-61.9% | $13,411-54.1% | $10,827-43.2% |