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 | $334,398 | $138,044+142.2% | $125,339+166.8% | $134,475+148.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.38% | 750.33%-770.7pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $5,198 | $5,243-0.9% | $4,814+8.0% | $4,740+9.7% |
| Participant deferral / active EE | $12,895 | $7,799+65.3% | $7,446+73.2% | $6,400+101.5% |
| Admin fee / account holder | $74,628 | $11,571+544.9% | $10,010+645.6% | $11,426+553.1% |