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 | $484,817 | $160,055+202.9% | $140,016+246.3% | $135,375+258.1% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | -8.23% | 911.38%-919.6pp | 651.12%-659.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $19,352 | $6,420+201.4% | $5,606+245.2% | $4,779+305.0% |
| Participant deferral / active EE | $12,391 | $7,642+62.2% | $6,927+78.9% | $5,609+120.9% |
| Admin fee / account holder | $10,489 | $13,328-21.3% | $10,705-2.0% | $10,827-3.1% |