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 | $309,826 | $180,449+71.7% | $154,107+101.0% | $135,375+128.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.99% | 888.09%-894.1pp | 735.12%-741.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $6,747 | $6,035+11.8% | $5,298+27.4% | $4,779+41.2% |
| Participant deferral / active EE | $13,026 | $5,806+124.4% | $5,081+156.4% | $5,609+132.2% |
| Admin fee / account holder | $4,348 | $16,143-73.1% | $13,411-67.6% | $10,827-59.8% |