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 | $831,243 | $138,065+502.1% | $123,544+572.8% | $135,375+514.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.79% | 153.68%-157.5pp | 119.20%-123.0pp | 519.73%-523.5pp |
| Employer contribution / active EE | $22,188 | $5,151+330.7% | $4,628+379.4% | $4,779+364.3% |
| Participant deferral / active EE | $16,664 | $6,799+145.1% | $6,426+159.3% | $5,609+197.1% |
| Admin fee / account holder | $63,824 | $10,916+484.7% | $9,284+587.5% | $10,827+489.5% |