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 | $445,455 | $138,044+222.7% | $125,339+255.4% | $134,475+231.3% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -10.54% | 750.33%-760.9pp | 572.05%-582.6pp | 417.96%-428.5pp |
| Employer contribution / active EE | $4,545 | $5,243-13.3% | $4,814-5.6% | $4,740-4.1% |
| Participant deferral / active EE | $11,390 | $7,799+46.0% | $7,446+53.0% | $6,400+78.0% |
| Admin fee / account holder | $96,103 | $11,571+730.5% | $10,010+860.1% | $11,426+741.1% |