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 | $539,232 | $138,044+290.6% | $125,339+330.2% | $134,475+301.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.94% | 750.33%-763.3pp | 572.05%-585.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $25,591 | $5,243+388.1% | $4,814+431.6% | $4,740+439.9% |
| Participant deferral / active EE | $17,961 | $7,799+130.3% | $7,446+141.2% | $6,400+180.7% |
| Admin fee / account holder | $201,493 | $11,571+1641.3% | $10,010+1913.0% | $11,426+1663.5% |