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 | $618,045 | $138,044+347.7% | $125,339+393.1% | $134,475+359.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.14% | 750.33%-763.5pp | 572.05%-585.2pp | 417.96%-431.1pp |
| Employer contribution / active EE | $15,898 | $5,243+203.2% | $4,814+230.3% | $4,740+235.4% |
| Participant deferral / active EE | $21,448 | $7,799+175.0% | $7,446+188.0% | $6,400+235.1% |
| Admin fee / account holder | $29,942 | $11,571+158.8% | $10,010+199.1% | $11,426+162.1% |