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 | $293,910 | $138,044+112.9% | $125,339+134.5% | $134,475+118.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.82% | 750.33%-764.1pp | 572.05%-585.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $18,357 | $5,243+250.1% | $4,814+281.4% | $4,740+287.3% |
| Participant deferral / active EE | $16,161 | $7,799+107.2% | $7,446+117.0% | $6,400+152.5% |
| Admin fee / account holder | $1,393 | $11,571-88.0% | $10,010-86.1% | $11,426-87.8% |