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 | $648,385 | $190,805+239.8% | $159,960+305.3% | $134,475+382.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.66% | 552.23%-567.9pp | 408.60%-424.3pp | 417.96%-433.6pp |
| Employer contribution / active EE | $15,953 | $4,995+219.4% | $4,226+277.5% | $4,740+236.6% |
| Participant deferral / active EE | $9,000 | $6,923+30.0% | $6,182+45.6% | $6,400+40.6% |
| Admin fee / account holder | $3,113 | $10,471-70.3% | $8,698-64.2% | $11,426-72.8% |