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 | $780,433 | $138,044+465.4% | $125,339+522.7% | $134,475+480.4% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -10.49% | 750.33%-760.8pp | 572.05%-582.5pp | 417.96%-428.5pp |
| Employer contribution / active EE | $9,489 | $5,243+81.0% | $4,814+97.1% | $4,740+100.2% |
| Participant deferral / active EE | $7,560 | $7,799-3.1% | $7,446+1.5% | $6,400+18.1% |
| Admin fee / account holder | $96,082 | $11,571+730.3% | $10,010+859.9% | $11,426+740.9% |