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 | $722,904 | $138,044+423.7% | $125,339+476.8% | $134,475+437.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.34% | 750.33%-764.7pp | 572.05%-586.4pp | 417.96%-432.3pp |
| Employer contribution / active EE | $2,040 | $5,243-61.1% | $4,814-57.6% | $4,740-57.0% |
| Participant deferral / active EE | $7,462 | $7,799-4.3% | $7,446+0.2% | $6,400+16.6% |
| Admin fee / account holder | $23,404 | $11,571+102.3% | $10,010+133.8% | $11,426+104.8% |