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 | $340,342 | $190,805+78.4% | $159,960+112.8% | $134,475+153.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.88% | 552.23%-568.1pp | 408.60%-424.5pp | 417.96%-433.8pp |
| Employer contribution / active EE | $10,772 | $4,995+115.6% | $4,226+154.9% | $4,740+127.3% |
| Participant deferral / active EE | $25,212 | $6,923+264.2% | $6,182+307.8% | $6,400+294.0% |
| Admin fee / account holder | $8,178 | $10,471-21.9% | $8,698-6.0% | $11,426-28.4% |