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 | $445,001 | $135,635+228.1% | $110,238+303.7% | $135,375+228.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.44% | 513.19%-518.6pp | 314.74%-320.2pp | 519.73%-525.2pp |
| Employer contribution / active EE | $6,711 | $4,906+36.8% | $3,826+75.4% | $4,779+40.4% |
| Participant deferral / active EE | $6,166 | $5,506+12.0% | $4,672+32.0% | $5,609+9.9% |
| Admin fee / account holder | $35,374 | $11,457+208.8% | $8,547+313.9% | $10,827+226.7% |