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 | $594,774 | $138,044+330.9% | $125,339+374.5% | $134,475+342.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.95% | 750.33%-763.3pp | 572.05%-585.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,718 | $5,243-48.2% | $4,814-43.5% | $4,740-42.7% |
| Participant deferral / active EE | $13,854 | $7,799+77.6% | $7,446+86.0% | $6,400+116.5% |
| Admin fee / account holder | $10,398 | $11,571-10.1% | $10,010+3.9% | $11,426-9.0% |