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 | $861,533 | $138,044+524.1% | $125,339+587.4% | $134,475+540.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.98% | 750.33%-770.3pp | 572.05%-592.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $19,594 | $5,243+273.7% | $4,814+307.1% | $4,740+313.4% |
| Participant deferral / active EE | $21,324 | $7,799+173.4% | $7,446+186.4% | $6,400+233.2% |
| Admin fee / account holder | $41,124 | $11,571+255.4% | $10,010+310.9% | $11,426+259.9% |