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 | $582,576 | $135,635+329.5% | $110,238+428.5% | $135,375+330.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.94% | 513.19%-520.1pp | 314.74%-321.7pp | 519.73%-526.7pp |
| Employer contribution / active EE | $11,667 | $4,906+137.8% | $3,826+204.9% | $4,779+144.1% |
| Participant deferral / active EE | $8,267 | $5,506+50.1% | $4,672+76.9% | $5,609+47.4% |
| Admin fee / account holder | $7,458 | $11,457-34.9% | $8,547-12.8% | $10,827-31.1% |