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 | $727,959 | $138,065+427.3% | $123,544+489.2% | $135,375+437.7% |
| Participation rate | 95.5% | 84.7%+10.7pp | 82.3%+13.2pp | 82.6%+12.8pp |
| Annual return | -4.72% | 153.68%-158.4pp | 119.20%-123.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $16,058 | $5,151+211.7% | $4,628+247.0% | $4,779+236.0% |
| Participant deferral / active EE | $11,784 | $6,799+73.3% | $6,426+83.4% | $5,609+110.1% |
| Admin fee / account holder | $45,804 | $10,916+319.6% | $9,284+393.4% | $10,827+323.0% |