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 8-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 | $315,130 | $138,044+128.3% | $125,339+151.4% | $134,475+134.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.19% | 750.33%-769.5pp | 572.05%-591.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $17,578 | $5,243+235.2% | $4,814+265.2% | $4,740+270.9% |
| Participant deferral / active EE | $20,574 | $7,799+163.8% | $7,446+176.3% | $6,400+221.5% |
| Admin fee / account holder | $1,172 | $11,571-89.9% | $10,010-88.3% | $11,426-89.7% |