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 | $439,932 | $138,044+218.7% | $125,339+251.0% | $134,475+227.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.60% | 750.33%-760.9pp | 572.05%-582.7pp | 417.96%-428.6pp |
| Employer contribution / active EE | $13,180 | $5,243+151.4% | $4,814+173.8% | $4,740+178.1% |
| Participant deferral / active EE | $8,997 | $7,799+15.4% | $7,446+20.8% | $6,400+40.6% |
| Admin fee / account holder | $54,532 | $11,571+371.3% | $10,010+444.8% | $11,426+377.3% |