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 | $305,260 | $160,055+90.7% | $140,016+118.0% | $135,375+125.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.61% | 911.38%-910.8pp | 651.12%-650.5pp | 519.73%-519.1pp |
| Employer contribution / active EE | $2,230 | $6,420-65.3% | $5,606-60.2% | $4,779-53.3% |
| Participant deferral / active EE | $4,440 | $7,642-41.9% | $6,927-35.9% | $5,609-20.8% |
| Admin fee / account holder | $12,089 | $13,328-9.3% | $10,705+12.9% | $10,827+11.7% |