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 | $323,847 | $138,044+134.6% | $125,339+158.4% | $134,475+140.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.29% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $21,974 | $5,243+319.1% | $4,814+356.5% | $4,740+363.6% |
| Participant deferral / active EE | $17,814 | $7,799+128.4% | $7,446+139.2% | $6,400+178.4% |
| Admin fee / account holder | $3,696 | $11,571-68.1% | $10,010-63.1% | $11,426-67.7% |