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 | $562,309 | $135,635+314.6% | $110,238+410.1% | $135,375+315.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.47% | 513.19%-517.7pp | 314.74%-319.2pp | 519.73%-524.2pp |
| Employer contribution / active EE | $3,801 | $4,906-22.5% | $3,826-0.7% | $4,779-20.5% |
| Participant deferral / active EE | $13,779 | $5,506+150.2% | $4,672+194.9% | $5,609+145.7% |
| Admin fee / account holder | $5,182 | $11,457-54.8% | $8,547-39.4% | $10,827-52.1% |