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 9-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 | $977,042 | $190,805+412.1% | $159,960+510.8% | $134,475+626.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.49% | 552.23%-569.7pp | 408.60%-426.1pp | 417.96%-435.5pp |
| Employer contribution / active EE | $20,250 | $4,995+305.4% | $4,226+379.2% | $4,740+327.2% |
| Participant deferral / active EE | $13,500 | $6,923+95.0% | $6,182+118.4% | $6,400+110.9% |
| Admin fee / account holder | $8,172 | $10,471-22.0% | $8,698-6.0% | $11,426-28.5% |