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 9-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 | $277,668 | $138,044+101.1% | $125,339+121.5% | $134,475+106.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.27% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $17,897 | $5,243+241.3% | $4,814+271.8% | $4,740+277.6% |
| Participant deferral / active EE | $20,137 | $7,799+158.2% | $7,446+170.4% | $6,400+214.7% |
| Admin fee / account holder | $1,405 | $11,571-87.9% | $10,010-86.0% | $11,426-87.7% |