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 9-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 | $317,107 | $138,044+129.7% | $125,339+153.0% | $134,475+135.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.67% | 750.33%-764.0pp | 572.05%-585.7pp | 417.96%-431.6pp |
| Employer contribution / active EE | $17,878 | $5,243+241.0% | $4,814+271.4% | $4,740+277.2% |
| Participant deferral / active EE | $7,521 | $7,799-3.6% | $7,446+1.0% | $6,400+17.5% |
| Admin fee / account holder | $2,406 | $11,571-79.2% | $10,010-76.0% | $11,426-78.9% |