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 | $612,070 | $138,044+343.4% | $125,339+388.3% | $134,475+355.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.69% | 750.33%-766.0pp | 572.05%-587.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $30,542 | $5,243+482.5% | $4,814+534.5% | $4,740+544.4% |
| Participant deferral / active EE | $16,500 | $7,799+111.6% | $7,446+121.6% | $6,400+157.8% |
| Admin fee / account holder | $11,669 | $11,571+0.8% | $10,010+16.6% | $11,426+2.1% |