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 | $673,327 | $160,055+320.7% | $140,016+380.9% | $135,375+397.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.09% | 911.38%-915.5pp | 651.12%-655.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $38,281 | $6,420+496.3% | $5,606+582.9% | $4,779+701.1% |
| Participant deferral / active EE | $21,200 | $7,642+177.4% | $6,927+206.0% | $5,609+278.0% |
| Admin fee / account holder | $156,447 | $13,328+1073.8% | $10,705+1361.4% | $10,827+1345.0% |