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 | $433,441 | $138,044+214.0% | $125,339+245.8% | $134,475+222.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.22% | 750.33%-768.5pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $3,799 | $5,243-27.6% | $4,814-21.1% | $4,740-19.9% |
| Participant deferral / active EE | $19,813 | $7,799+154.0% | $7,446+166.1% | $6,400+209.6% |
| Admin fee / account holder | $92,354 | $11,571+698.1% | $10,010+822.7% | $11,426+708.3% |