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 | $717,262 | $138,044+419.6% | $125,339+472.3% | $134,475+433.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.83% | 750.33%-766.2pp | 572.05%-587.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $36,467 | $5,243+595.5% | $4,814+657.6% | $4,740+669.4% |
| Participant deferral / active EE | $22,357 | $7,799+186.7% | $7,446+200.2% | $6,400+249.3% |
| Admin fee / account holder | $5,247 | $11,571-54.7% | $10,010-47.6% | $11,426-54.1% |