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 | $410,662 | $138,044+197.5% | $125,339+227.6% | $134,475+205.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.02% | 750.33%-756.3pp | 572.05%-578.1pp | 417.96%-424.0pp |
| Employer contribution / active EE | $15,861 | $5,243+202.5% | $4,814+229.5% | $4,740+234.6% |
| Participant deferral / active EE | $17,175 | $7,799+120.2% | $7,446+130.6% | $6,400+168.4% |
| Admin fee / account holder | $1,717 | $11,571-85.2% | $10,010-82.8% | $11,426-85.0% |