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 | $792,424 | $138,044+474.0% | $125,339+532.2% | $134,475+489.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.77% | 750.33%-759.1pp | 572.05%-580.8pp | 417.96%-426.7pp |
| Employer contribution / active EE | $24,939 | $5,243+375.6% | $4,814+418.1% | $4,740+426.2% |
| Participant deferral / active EE | $15,300 | $7,799+96.2% | $7,446+105.5% | $6,400+139.1% |
| Admin fee / account holder | $21,607 | $11,571+86.7% | $10,010+115.9% | $11,426+89.1% |