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 | $434,539 | $138,044+214.8% | $125,339+246.7% | $134,475+223.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.52% | 750.33%-766.8pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $7,390 | $5,243+40.9% | $4,814+53.5% | $4,740+55.9% |
| Participant deferral / active EE | $8,386 | $7,799+7.5% | $7,446+12.6% | $6,400+31.0% |
| Admin fee / account holder | $64,309 | $11,571+455.8% | $10,010+542.5% | $11,426+462.8% |