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 7-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 | $537,387 | $161,701+232.3% | - | $142,382+277.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | - | 80.1%+19.9pp |
| Annual return | 12.83% | 549.36%-536.5pp | - | 217.08%-204.2pp |
| Employer contribution / active EE | $0 | $4,438-100.0% | - | $4,299-100.0% |
| Participant deferral / active EE | $0 | $5,394-100.0% | - | $6,507-100.0% |
| Admin fee / account holder | $5,695 | $9,598-40.7% | - | $12,624-54.9% |