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 | $639,426 | $180,449+254.4% | $154,107+314.9% | $135,375+372.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.61% | 888.09%-893.7pp | 735.12%-740.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $20,113 | $6,035+233.3% | $5,298+279.7% | $4,779+320.9% |
| Participant deferral / active EE | $11,550 | $5,806+98.9% | $5,081+127.3% | $5,609+105.9% |
| Admin fee / account holder | $31,555 | $16,143+95.5% | $13,411+135.3% | $10,827+191.4% |