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 | $369,171 | $138,044+167.4% | $125,339+194.5% | $134,475+174.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.57% | 750.33%-764.9pp | 572.05%-586.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $20,518 | $5,243+291.3% | $4,814+326.3% | $4,740+332.9% |
| Participant deferral / active EE | $15,667 | $7,799+100.9% | $7,446+110.4% | $6,400+144.8% |
| Admin fee / account holder | $2,073 | $11,571-82.1% | $10,010-79.3% | $11,426-81.9% |