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 5-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 | $841,453 | $190,805+341.0% | $159,960+426.0% | $134,475+525.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.15% | 552.23%-567.4pp | 408.60%-423.8pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,485 | $4,995-50.3% | $4,226-41.2% | $4,740-47.6% |
| Participant deferral / active EE | $6,682 | $6,923-3.5% | $6,182+8.1% | $6,400+4.4% |
| Admin fee / account holder | $119,922 | $10,471+1045.2% | $8,698+1278.8% | $11,426+949.6% |