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 | $364,345 | $190,805+91.0% | $159,960+127.8% | $134,475+170.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.34% | 552.23%-571.6pp | 408.60%-427.9pp | 417.96%-437.3pp |
| Employer contribution / active EE | $11,904 | $4,995+138.3% | $4,226+181.7% | $4,740+151.2% |
| Participant deferral / active EE | $11,918 | $6,923+72.2% | $6,182+92.8% | $6,400+86.2% |
| Admin fee / account holder | $38,821 | $10,471+270.7% | $8,698+346.3% | $11,426+239.8% |