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 | $585,079 | $138,044+323.8% | $125,339+366.8% | $134,475+335.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.21% | 750.33%-768.5pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $6,103 | $5,243+16.4% | $4,814+26.8% | $4,740+28.8% |
| Participant deferral / active EE | $15,855 | $7,799+103.3% | $7,446+112.9% | $6,400+147.7% |
| Admin fee / account holder | $40,186 | $11,571+247.3% | $10,010+301.5% | $11,426+251.7% |