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 | $426,042 | $138,044+208.6% | $125,339+239.9% | $134,475+216.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.89% | 750.33%-768.2pp | 572.05%-589.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $16,642 | $5,243+217.4% | $4,814+245.7% | $4,740+251.1% |
| Participant deferral / active EE | $13,642 | $7,799+74.9% | $7,446+83.2% | $6,400+113.2% |
| Admin fee / account holder | $4,230 | $11,571-63.4% | $10,010-57.7% | $11,426-63.0% |