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 | $719,097 | $190,805+276.9% | $159,960+349.5% | $134,475+434.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -4.67% | 552.23%-556.9pp | 408.60%-413.3pp | 417.96%-422.6pp |
| Employer contribution / active EE | $20,400 | $4,995+308.4% | $4,226+382.8% | $4,740+330.4% |
| Participant deferral / active EE | $20,300 | $6,923+193.2% | $6,182+228.4% | $6,400+217.2% |
| Admin fee / account holder | $2,998 | $10,471-71.4% | $8,698-65.5% | $11,426-73.8% |