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 | $302,829 | $180,449+67.8% | $154,107+96.5% | $135,375+123.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.86% | 888.09%-892.9pp | 735.12%-740.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $7,976 | $6,035+32.2% | $5,298+50.6% | $4,779+66.9% |
| Participant deferral / active EE | $9,483 | $5,806+63.3% | $5,081+86.7% | $5,609+69.1% |
| Admin fee / account holder | $8,483 | $16,143-47.5% | $13,411-36.7% | $10,827-21.7% |