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 | $273,083 | $138,044+97.8% | $125,339+117.9% | $134,475+103.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.38% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $27,068 | $5,243+416.2% | $4,814+462.3% | $4,740+471.1% |
| Participant deferral / active EE | $9,044 | $7,799+16.0% | $7,446+21.5% | $6,400+41.3% |
| Admin fee / account holder | $3,387 | $11,571-70.7% | $10,010-66.2% | $11,426-70.4% |