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 | $515,604 | $138,044+273.5% | $125,339+311.4% | $134,475+283.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.02% | 750.33%-755.3pp | 572.05%-577.1pp | 417.96%-423.0pp |
| Employer contribution / active EE | $22,211 | $5,243+323.6% | $4,814+361.4% | $4,740+368.6% |
| Participant deferral / active EE | $5,972 | $7,799-23.4% | $7,446-19.8% | $6,400-6.7% |
| Admin fee / account holder | $301 | $11,571-97.4% | $10,010-97.0% | $11,426-97.4% |