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 | $737,992 | $138,044+434.6% | $125,339+488.8% | $134,475+448.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.96% | 750.33%-764.3pp | 572.05%-586.0pp | 417.96%-431.9pp |
| Employer contribution / active EE | $8,292 | $5,243+58.1% | $4,814+72.3% | $4,740+75.0% |
| Participant deferral / active EE | $3,580 | $7,799-54.1% | $7,446-51.9% | $6,400-44.1% |
| Admin fee / account holder | $11,156 | $11,571-3.6% | $10,010+11.4% | $11,426-2.4% |