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 | $274,758 | $138,044+99.0% | $125,339+119.2% | $134,475+104.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.02% | 750.33%-762.3pp | 572.05%-584.1pp | 417.96%-430.0pp |
| Employer contribution / active EE | $5,805 | $5,243+10.7% | $4,814+20.6% | $4,740+22.5% |
| Participant deferral / active EE | $6,635 | $7,799-14.9% | $7,446-10.9% | $6,400+3.7% |
| Admin fee / account holder | $8,349 | $11,571-27.8% | $10,010-16.6% | $11,426-26.9% |