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 | $416,730 | $190,805+118.4% | $159,960+160.5% | $134,475+209.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.82% | 552.23%-570.1pp | 408.60%-426.4pp | 417.96%-435.8pp |
| Employer contribution / active EE | $20,440 | $4,995+309.2% | $4,226+383.7% | $4,740+331.3% |
| Participant deferral / active EE | $20,500 | $6,923+196.1% | $6,182+231.6% | $6,400+220.3% |
| Admin fee / account holder | $3,042 | $10,471-70.9% | $8,698-65.0% | $11,426-73.4% |