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 | $468,655 | $138,044+239.5% | $125,339+273.9% | $134,475+248.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.30% | 750.33%-754.6pp | 572.05%-576.3pp | 417.96%-422.3pp |
| Employer contribution / active EE | $11,828 | $5,243+125.6% | $4,814+145.7% | $4,740+149.6% |
| Participant deferral / active EE | $12,772 | $7,799+63.8% | $7,446+71.5% | $6,400+99.6% |
| Admin fee / account holder | $4,260 | $11,571-63.2% | $10,010-57.4% | $11,426-62.7% |