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 | $418,322 | $135,635+208.4% | $110,238+279.5% | $135,375+209.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.01% | 513.19%-513.2pp | 314.74%-314.7pp | 519.73%-519.7pp |
| Employer contribution / active EE | $8,571 | $4,906+74.7% | $3,826+124.0% | $4,779+79.4% |
| Participant deferral / active EE | $3,620 | $5,506-34.3% | $4,672-22.5% | $5,609-35.5% |
| Admin fee / account holder | $10,409 | $11,457-9.1% | $8,547+21.8% | $10,827-3.9% |