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 | $301,742 | $180,449+67.2% | $154,107+95.8% | $135,375+122.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.83% | 888.09%-888.9pp | 735.12%-736.0pp | 519.73%-520.6pp |
| Employer contribution / active EE | $6,291 | $6,035+4.2% | $5,298+18.7% | $4,779+31.6% |
| Participant deferral / active EE | $7,941 | $5,806+36.8% | $5,081+56.3% | $5,609+41.6% |
| Admin fee / account holder | $4,445 | $16,143-72.5% | $13,411-66.9% | $10,827-58.9% |