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 | $409,619 | $138,044+196.7% | $125,339+226.8% | $134,475+204.6% |
| Participation rate | 70.6% | 84.5%-13.9pp | 82.4%-11.8pp | 81.2%-10.6pp |
| Annual return | -12.18% | 750.33%-762.5pp | 572.05%-584.2pp | 417.96%-430.1pp |
| Employer contribution / active EE | $11,372 | $5,243+116.9% | $4,814+136.2% | $4,740+139.9% |
| Participant deferral / active EE | $6,134 | $7,799-21.3% | $7,446-17.6% | $6,400-4.1% |
| Admin fee / account holder | $16,164 | $11,571+39.7% | $10,010+61.5% | $11,426+41.5% |