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 6-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 | $309,377 | $138,044+124.1% | $125,339+146.8% | $134,475+130.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.25% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $14,134 | $5,243+169.6% | $4,814+193.6% | $4,740+198.2% |
| Participant deferral / active EE | $28,058 | $7,799+259.8% | $7,446+276.8% | $6,400+338.4% |
| Admin fee / account holder | $1,983 | $11,571-82.9% | $10,010-80.2% | $11,426-82.6% |