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 | $443,418 | $180,449+145.7% | $154,107+187.7% | $135,375+227.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.59% | 888.09%-889.7pp | 735.12%-736.7pp | 519.73%-521.3pp |
| Employer contribution / active EE | $3,116 | $6,035-48.4% | $5,298-41.2% | $4,779-34.8% |
| Participant deferral / active EE | $4,063 | $5,806-30.0% | $5,081-20.0% | $5,609-27.6% |
| Admin fee / account holder | $2,566 | $16,143-84.1% | $13,411-80.9% | $10,827-76.3% |