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 | $582,262 | $180,449+222.7% | $154,107+277.8% | $135,375+330.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.54% | 888.09%-893.6pp | 735.12%-740.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $24,232 | $6,035+301.5% | $5,298+357.4% | $4,779+407.1% |
| Participant deferral / active EE | $12,250 | $5,806+111.0% | $5,081+141.1% | $5,609+118.4% |
| Admin fee / account holder | $1,561 | $16,143-90.3% | $13,411-88.4% | $10,827-85.6% |