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 | $261,114 | $180,449+44.7% | $154,107+69.4% | $135,375+92.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.48% | 888.09%-892.6pp | 735.12%-739.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $10,327 | $6,035+71.1% | $5,298+94.9% | $4,779+116.1% |
| Participant deferral / active EE | $3,660 | $5,806-37.0% | $5,081-28.0% | $5,609-34.7% |
| Admin fee / account holder | $15,419 | $16,143-4.5% | $13,411+15.0% | $10,827+42.4% |