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 9-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 | $622,011 | $138,044+350.6% | $125,339+396.3% | $134,475+362.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.50% | 750.33%-758.8pp | 572.05%-580.6pp | 417.96%-426.5pp |
| Employer contribution / active EE | $27,540 | $5,243+425.2% | $4,814+472.1% | $4,740+481.1% |
| Participant deferral / active EE | $18,633 | $7,799+138.9% | $7,446+150.2% | $6,400+191.2% |
| Admin fee / account holder | $1,841 | $11,571-84.1% | $10,010-81.6% | $11,426-83.9% |