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 | $298,966 | $160,055+86.8% | $140,016+113.5% | $135,375+120.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.66% | 911.38%-920.0pp | 651.12%-659.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $24,568 | $6,420+282.7% | $5,606+338.3% | $4,779+414.1% |
| Participant deferral / active EE | $12,658 | $7,642+65.7% | $6,927+82.7% | $5,609+125.7% |
| Admin fee / account holder | $1,694 | $13,328-87.3% | $10,705-84.2% | $10,827-84.4% |