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 | $849,048 | $190,805+345.0% | $159,960+430.8% | $134,475+531.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.52% | 552.23%-568.8pp | 408.60%-425.1pp | 417.96%-434.5pp |
| Employer contribution / active EE | $20,974 | $4,995+319.9% | $4,226+396.3% | $4,740+342.5% |
| Participant deferral / active EE | $14,779 | $6,923+113.5% | $6,182+139.1% | $6,400+130.9% |
| Admin fee / account holder | $21,584 | $10,471+106.1% | $8,698+148.2% | $11,426+88.9% |