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 | $306,899 | $180,449+70.1% | $154,107+99.1% | $135,375+126.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.77% | 888.09%-888.9pp | 735.12%-735.9pp | 519.73%-520.5pp |
| Employer contribution / active EE | $6,135 | $6,035+1.7% | $5,298+15.8% | $4,779+28.4% |
| Participant deferral / active EE | $8,600 | $5,806+48.1% | $5,081+69.3% | $5,609+53.3% |
| Admin fee / account holder | $10,490 | $16,143-35.0% | $13,411-21.8% | $10,827-3.1% |