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 | $536,715 | $160,055+235.3% | $140,016+283.3% | $135,375+296.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.50% | 911.38%-914.9pp | 651.12%-654.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $23,232 | $6,420+261.9% | $5,606+314.4% | $4,779+386.2% |
| Participant deferral / active EE | $11,847 | $7,642+55.0% | $6,927+71.0% | $5,609+111.2% |
| Admin fee / account holder | $17,055 | $13,328+28.0% | $10,705+59.3% | $10,827+57.5% |