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 | $743,095 | $138,044+438.3% | $125,339+492.9% | $134,475+452.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.48% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $26,931 | $5,243+413.6% | $4,814+459.5% | $4,740+468.2% |
| Participant deferral / active EE | $21,955 | $7,799+181.5% | $7,446+194.8% | $6,400+243.1% |
| Admin fee / account holder | $97,672 | $11,571+744.1% | $10,010+875.8% | $11,426+754.8% |