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 | $422,458 | $138,044+206.0% | $125,339+237.1% | $134,475+214.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.96% | 750.33%-767.3pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $32,840 | $5,243+526.3% | $4,814+582.2% | $4,740+592.9% |
| Participant deferral / active EE | $18,042 | $7,799+131.3% | $7,446+142.3% | $6,400+181.9% |
| Admin fee / account holder | $3,955 | $11,571-65.8% | $10,010-60.5% | $11,426-65.4% |