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 | $893,195 | $138,044+547.0% | $125,339+612.6% | $134,475+564.2% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -9.33% | 750.33%-759.7pp | 572.05%-581.4pp | 417.96%-427.3pp |
| Employer contribution / active EE | $13,525 | $5,243+158.0% | $4,814+181.0% | $4,740+185.4% |
| Participant deferral / active EE | $17,376 | $7,799+122.8% | $7,446+133.3% | $6,400+171.5% |
| Admin fee / account holder | $7,245 | $11,571-37.4% | $10,010-27.6% | $11,426-36.6% |