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 | $433,359 | $138,044+213.9% | $125,339+245.8% | $134,475+222.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.50% | 750.33%-770.8pp | 572.05%-592.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $11,789 | $5,243+124.8% | $4,814+144.9% | $4,740+148.7% |
| Participant deferral / active EE | $5,959 | $7,799-23.6% | $7,446-20.0% | $6,400-6.9% |
| Admin fee / account holder | $163,355 | $11,571+1311.7% | $10,010+1532.0% | $11,426+1329.7% |