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 | $287,132 | $138,044+108.0% | $125,339+129.1% | $134,475+113.5% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -16.14% | 750.33%-766.5pp | 572.05%-588.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $11,055 | $5,243+110.8% | $4,814+129.7% | $4,740+133.2% |
| Participant deferral / active EE | $9,092 | $7,799+16.6% | $7,446+22.1% | $6,400+42.1% |
| Admin fee / account holder | $19,165 | $11,571+65.6% | $10,010+91.5% | $11,426+67.7% |