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 | $563,007 | $92,703+507.3% | $82,719+580.6% | $134,475+318.7% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.8pp | 81.2%+12.1pp |
| Annual return | -16.01% | 944.92%-960.9pp | 701.18%-717.2pp | 417.96%-434.0pp |
| Employer contribution / active EE | $15,457 | $3,274+372.1% | $3,009+413.7% | $4,740+226.1% |
| Participant deferral / active EE | $12,551 | $4,802+161.4% | $4,395+185.6% | $6,400+96.1% |
| Admin fee / account holder | $80,124 | $5,983+1239.3% | $5,329+1403.6% | $11,426+601.2% |