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 | $414,859 | $82,630+402.1% | $64,105+547.2% | $125,391+230.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.69% | 1489.72%-1492.4pp | 791.24%-793.9pp | 282.22%-284.9pp |
| Employer contribution / active EE | $2,921 | $2,671+9.3% | $1,820+60.5% | $4,866-40.0% |
| Participant deferral / active EE | $5,558 | $3,608+54.0% | $2,822+97.0% | $5,352+3.9% |
| Admin fee / account holder | $17,060 | $6,382+167.3% | $4,499+279.2% | $9,540+78.8% |