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 | $433,002 | $138,044+213.7% | $125,339+245.5% | $134,475+222.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.76% | 750.33%-762.1pp | 572.05%-583.8pp | 417.96%-429.7pp |
| Employer contribution / active EE | $11,853 | $5,243+126.1% | $4,814+146.2% | $4,740+150.1% |
| Participant deferral / active EE | $6,555 | $7,799-16.0% | $7,446-12.0% | $6,400+2.4% |
| Admin fee / account holder | $37,648 | $11,571+225.4% | $10,010+276.1% | $11,426+229.5% |