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 | $332,125 | $190,805+74.1% | $159,960+107.6% | $134,475+147.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.41% | 552.23%-568.6pp | 408.60%-425.0pp | 417.96%-434.4pp |
| Employer contribution / active EE | $10,131 | $4,995+102.8% | $4,226+139.7% | $4,740+113.7% |
| Participant deferral / active EE | $17,683 | $6,923+155.4% | $6,182+186.0% | $6,400+176.3% |
| Admin fee / account holder | $1,340 | $10,471-87.2% | $8,698-84.6% | $11,426-88.3% |