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 | $413,605 | $135,635+204.9% | $110,238+275.2% | $135,375+205.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.43% | 513.19%-519.6pp | 314.74%-321.2pp | 519.73%-526.2pp |
| Employer contribution / active EE | $4,287 | $4,906-12.6% | $3,826+12.0% | $4,779-10.3% |
| Participant deferral / active EE | $15,333 | $5,506+178.5% | $4,672+228.2% | $5,609+173.4% |
| Admin fee / account holder | $11,578 | $11,457+1.1% | $8,547+35.5% | $10,827+6.9% |