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 | $367,691 | $180,449+103.8% | $154,107+138.6% | $135,375+171.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.30% | 888.09%-893.4pp | 735.12%-740.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $9,750 | $6,035+61.6% | $5,298+84.1% | $4,779+104.0% |
| Participant deferral / active EE | $2,469 | $5,806-57.5% | $5,081-51.4% | $5,609-56.0% |
| Admin fee / account holder | $5,849 | $16,143-63.8% | $13,411-56.4% | $10,827-46.0% |