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 | $886,376 | $138,044+542.1% | $125,339+607.2% | $134,475+559.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.33% | 750.33%-765.7pp | 572.05%-587.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $39,577 | $5,243+654.8% | $4,814+722.2% | $4,740+735.0% |
| Participant deferral / active EE | $7,800 | $7,7990% | $7,446+4.7% | $6,400+21.9% |
| Admin fee / account holder | $22,873 | $11,571+97.7% | $10,010+128.5% | $11,426+100.2% |