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 | $425,152 | $160,055+165.6% | $140,016+203.6% | $135,375+214.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.06% | 911.38%-919.4pp | 651.12%-659.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $22,319 | $6,420+247.6% | $5,606+298.1% | $4,779+367.1% |
| Participant deferral / active EE | $14,220 | $7,642+86.1% | $6,927+105.3% | $5,609+153.5% |
| Admin fee / account holder | $46,545 | $13,328+249.2% | $10,705+334.8% | $10,827+329.9% |