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 | $470,199 | $190,805+146.4% | $159,960+193.9% | $134,475+249.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.37% | 552.23%-571.6pp | 408.60%-428.0pp | 417.96%-437.3pp |
| Employer contribution / active EE | $9,258 | $4,995+85.3% | $4,226+119.1% | $4,740+95.3% |
| Participant deferral / active EE | $19,387 | $6,923+180.0% | $6,182+213.6% | $6,400+202.9% |
| Admin fee / account holder | $14,836 | $10,471+41.7% | $8,698+70.6% | $11,426+29.8% |