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 | $580,558 | $106,543+444.9% | $91,220+536.4% | $134,475+331.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -10.26% | 160.60%-170.9pp | 114.01%-124.3pp | 417.96%-428.2pp |
| Employer contribution / active EE | $19,689 | $3,331+491.2% | $2,850+590.8% | $4,740+315.4% |
| Participant deferral / active EE | $18,898 | $4,719+300.5% | $4,234+346.4% | $6,400+195.3% |
| Admin fee / account holder | $1,534 | $6,231-75.4% | $5,420-71.7% | $11,426-86.6% |