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 | $464,441 | $160,055+190.2% | $140,016+231.7% | $135,375+243.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.13% | 911.38%-915.5pp | 651.12%-655.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $12,219 | $6,420+90.3% | $5,606+118.0% | $4,779+155.7% |
| Participant deferral / active EE | $8,495 | $7,642+11.2% | $6,927+22.6% | $5,609+51.5% |
| Admin fee / account holder | $71,577 | $13,328+437.0% | $10,705+568.6% | $10,827+561.1% |