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 | $685,111 | $97,757+600.8% | $83,848+717.1% | $135,375+406.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -1.01% | 1287.37%-1288.4pp | 850.88%-851.9pp | 519.73%-520.7pp |
| Employer contribution / active EE | $1,750 | $4,222-58.5% | $3,631-51.8% | $4,779-63.4% |
| Participant deferral / active EE | $11,200 | $4,682+139.2% | $4,082+174.4% | $5,609+99.7% |
| Admin fee / account holder | $39,346 | $6,674+489.6% | $5,478+618.2% | $10,827+263.4% |