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 | $696,520 | $180,449+286.0% | $154,107+352.0% | $135,375+414.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.97% | 888.09%-892.1pp | 735.12%-739.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $35,359 | $6,035+485.9% | $5,298+567.5% | $4,779+639.9% |
| Participant deferral / active EE | $22,771 | $5,806+292.2% | $5,081+348.2% | $5,609+306.0% |
| Admin fee / account holder | $137,549 | $16,143+752.1% | $13,411+925.6% | $10,827+1170.4% |