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 | $740,949 | $138,044+436.7% | $125,339+491.2% | $134,475+451.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.94% | 750.33%-761.3pp | 572.05%-583.0pp | 417.96%-428.9pp |
| Employer contribution / active EE | $4,282 | $5,243-18.3% | $4,814-11.0% | $4,740-9.7% |
| Participant deferral / active EE | $11,308 | $7,799+45.0% | $7,446+51.9% | $6,400+76.7% |
| Admin fee / account holder | $950 | $11,571-91.8% | $10,010-90.5% | $11,426-91.7% |