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 | $573,926 | $190,805+200.8% | $159,960+258.8% | $134,475+326.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.11% | 552.23%-566.3pp | 408.60%-422.7pp | 417.96%-432.1pp |
| Employer contribution / active EE | $22,352 | $4,995+347.5% | $4,226+428.9% | $4,740+371.6% |
| Participant deferral / active EE | $4,387 | $6,923-36.6% | $6,182-29.0% | $6,400-31.4% |
| Admin fee / account holder | $1,763 | $10,471-83.2% | $8,698-79.7% | $11,426-84.6% |