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 | $623,486 | $138,044+351.7% | $125,339+397.4% | $134,475+363.6% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -10.30% | 750.33%-760.6pp | 572.05%-582.4pp | 417.96%-428.3pp |
| Employer contribution / active EE | $16,831 | $5,243+221.0% | $4,814+249.7% | $4,740+255.1% |
| Participant deferral / active EE | $12,755 | $7,799+63.5% | $7,446+71.3% | $6,400+99.3% |
| Admin fee / account holder | $2,711 | $11,571-76.6% | $10,010-72.9% | $11,426-76.3% |