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 | $294,008 | $180,449+62.9% | $154,107+90.8% | $135,375+117.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.44% | 888.09%-896.5pp | 735.12%-743.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $7,296 | $6,035+20.9% | $5,298+37.7% | $4,779+52.7% |
| Participant deferral / active EE | $6,393 | $5,806+10.1% | $5,081+25.8% | $5,609+14.0% |
| Admin fee / account holder | $1,761 | $16,143-89.1% | $13,411-86.9% | $10,827-83.7% |