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 | $524,683 | $92,703+466.0% | $82,719+534.3% | $134,475+290.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.58% | 944.92%-944.3pp | 701.18%-700.6pp | 417.96%-417.4pp |
| Employer contribution / active EE | $3,000 | $3,274-8.4% | $3,009-0.3% | $4,740-36.7% |
| Participant deferral / active EE | $3,000 | $4,802-37.5% | $4,395-31.7% | $6,400-53.1% |
| Admin fee / account holder | $1,318 | $5,983-78.0% | $5,329-75.3% | $11,426-88.5% |