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 | $459,293 | $138,044+232.7% | $125,339+266.4% | $134,475+241.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.59% | 750.33%-755.9pp | 572.05%-577.6pp | 417.96%-423.6pp |
| Employer contribution / active EE | $3,822 | $5,243-27.1% | $4,814-20.6% | $4,740-19.4% |
| Participant deferral / active EE | $7,491 | $7,799-3.9% | $7,446+0.6% | $6,400+17.1% |
| Admin fee / account holder | $919 | $11,571-92.1% | $10,010-90.8% | $11,426-92.0% |