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 | $314,717 | $190,805+64.9% | $159,960+96.7% | $134,475+134.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.99% | 552.23%-569.2pp | 408.60%-425.6pp | 417.96%-435.0pp |
| Employer contribution / active EE | $21,473 | $4,995+329.9% | $4,226+408.1% | $4,740+353.0% |
| Participant deferral / active EE | $43,668 | $6,923+530.8% | $6,182+606.3% | $6,400+582.3% |
| Admin fee / account holder | $488,038 | $10,471+4560.7% | $8,698+5511.1% | $11,426+4171.3% |