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 | $398,259 | $160,055+148.8% | $140,016+184.4% | $135,375+194.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.75% | 911.38%-919.1pp | 651.12%-658.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $24,750 | $6,420+285.5% | $5,606+341.5% | $4,779+417.9% |
| Participant deferral / active EE | $24,750 | $7,642+223.9% | $6,927+257.3% | $5,609+341.3% |
| Admin fee / account holder | $171,423 | $13,328+1186.2% | $10,705+1501.3% | $10,827+1483.3% |