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 | $513,997 | $138,044+272.3% | $125,339+310.1% | $134,475+282.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.66% | 750.33%-757.0pp | 572.05%-578.7pp | 417.96%-424.6pp |
| Employer contribution / active EE | $27,286 | $5,243+420.4% | $4,814+466.8% | $4,740+475.7% |
| Participant deferral / active EE | $9,321 | $7,799+19.5% | $7,446+25.2% | $6,400+45.7% |
| Admin fee / account holder | $76,013 | $11,571+556.9% | $10,010+659.4% | $11,426+565.3% |