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 | $416,498 | $180,449+130.8% | $154,107+170.3% | $135,375+207.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.91% | 888.09%-895.0pp | 735.12%-742.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $9,758 | $6,035+61.7% | $5,298+84.2% | $4,779+104.2% |
| Participant deferral / active EE | $9,600 | $5,806+65.3% | $5,081+89.0% | $5,609+71.2% |
| Admin fee / account holder | $16,983 | $16,143+5.2% | $13,411+26.6% | $10,827+56.9% |