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 | $271,384 | $180,449+50.4% | $154,107+76.1% | $135,375+100.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.69% | 888.09%-894.8pp | 735.12%-741.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $7,089 | $6,035+17.5% | $5,298+33.8% | $4,779+48.3% |
| Participant deferral / active EE | $5,696 | $5,806-1.9% | $5,081+12.1% | $5,609+1.6% |
| Admin fee / account holder | $1,196 | $16,143-92.6% | $13,411-91.1% | $10,827-89.0% |