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 | $444,836 | $160,055+177.9% | $140,016+217.7% | $135,375+228.6% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -6.99% | 911.38%-918.4pp | 651.12%-658.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $12,500 | $6,420+94.7% | $5,606+123.0% | $4,779+161.6% |
| Participant deferral / active EE | $8,327 | $7,642+9.0% | $6,927+20.2% | $5,609+48.5% |
| Admin fee / account holder | $15,417 | $13,328+15.7% | $10,705+44.0% | $10,827+42.4% |