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 | $847,476 | $180,449+369.6% | $154,107+449.9% | $135,375+526.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.79% | 888.09%-893.9pp | 735.12%-740.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $35,434 | $6,035+487.2% | $5,298+568.9% | $4,779+641.5% |
| Participant deferral / active EE | $19,504 | $5,806+235.9% | $5,081+283.9% | $5,609+247.7% |
| Admin fee / account holder | $54,931 | $16,143+240.3% | $13,411+309.6% | $10,827+407.4% |