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 | $483,796 | $138,044+250.5% | $125,339+286.0% | $134,475+259.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.75% | 750.33%-765.1pp | 572.05%-586.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $25,550 | $5,243+387.3% | $4,814+430.8% | $4,740+439.1% |
| Participant deferral / active EE | $17,129 | $7,799+119.6% | $7,446+130.0% | $6,400+167.7% |
| Admin fee / account holder | $18,250 | $11,571+57.7% | $10,010+82.3% | $11,426+59.7% |