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 7-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 | $428,585 | $138,044+210.5% | $125,339+241.9% | $134,475+218.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.97% | 750.33%-769.3pp | 572.05%-591.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $31,358 | $5,243+498.1% | $4,814+551.4% | $4,740+561.6% |
| Participant deferral / active EE | $11,583 | $7,799+48.5% | $7,446+55.6% | $6,400+81.0% |
| Admin fee / account holder | $4,111 | $11,571-64.5% | $10,010-58.9% | $11,426-64.0% |