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 | $334,288 | $135,635+146.5% | $110,238+203.2% | $135,375+146.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.31% | 513.19%-518.5pp | 314.74%-320.0pp | 519.73%-525.0pp |
| Employer contribution / active EE | $8,509 | $4,906+73.4% | $3,826+122.4% | $4,779+78.1% |
| Participant deferral / active EE | $12,748 | $5,506+131.5% | $4,672+172.9% | $5,609+127.3% |
| Admin fee / account holder | $37,474 | $11,457+227.1% | $8,547+338.4% | $10,827+246.1% |