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 | $459,667 | $160,055+187.2% | $140,016+228.3% | $135,375+239.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.74% | 911.38%-913.1pp | 651.12%-652.9pp | 519.73%-521.5pp |
| Employer contribution / active EE | $5,594 | $6,420-12.9% | $5,606-0.2% | $4,779+17.1% |
| Participant deferral / active EE | $8,860 | $7,642+15.9% | $6,927+27.9% | $5,609+58.0% |
| Admin fee / account holder | $4,255 | $13,328-68.1% | $10,705-60.3% | $10,827-60.7% |