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 | $914,073 | $138,044+562.2% | $125,339+629.3% | $134,475+579.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.85% | 750.33%-761.2pp | 572.05%-582.9pp | 417.96%-428.8pp |
| Employer contribution / active EE | $26,016 | $5,243+396.2% | $4,814+440.5% | $4,740+448.9% |
| Participant deferral / active EE | $24,214 | $7,799+210.5% | $7,446+225.2% | $6,400+278.4% |
| Admin fee / account holder | $117,624 | $11,571+916.5% | $10,010+1075.1% | $11,426+929.5% |