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 | $914,299 | $138,044+562.3% | $125,339+629.5% | $134,475+579.9% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -15.92% | 750.33%-766.2pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $15,721 | $5,243+199.8% | $4,814+226.6% | $4,740+231.7% |
| Participant deferral / active EE | $17,197 | $7,799+120.5% | $7,446+130.9% | $6,400+168.7% |
| Admin fee / account holder | $30,820 | $11,571+166.4% | $10,010+207.9% | $11,426+169.7% |