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 6-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 | $255,561 | $190,805+33.9% | $159,960+59.8% | $134,475+90.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.12% | 552.23%-569.4pp | 408.60%-425.7pp | 417.96%-435.1pp |
| Employer contribution / active EE | $28,758 | $4,995+475.7% | $4,226+580.6% | $4,740+506.8% |
| Participant deferral / active EE | $15,833 | $6,923+128.7% | $6,182+156.1% | $6,400+147.4% |
| Admin fee / account holder | $2,095 | $10,471-80.0% | $8,698-75.9% | $11,426-81.7% |