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 | $421,861 | $180,449+133.8% | $154,107+173.7% | $135,375+211.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.11% | 888.09%-893.2pp | 735.12%-740.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $7,402 | $6,035+22.7% | $5,298+39.7% | $4,779+54.9% |
| Participant deferral / active EE | $7,264 | $5,806+25.1% | $5,081+43.0% | $5,609+29.5% |
| Admin fee / account holder | $2,679 | $16,143-83.4% | $13,411-80.0% | $10,827-75.3% |