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 | $486,558 | $138,044+252.5% | $125,339+288.2% | $134,475+261.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.17% | 750.33%-750.5pp | 572.05%-572.2pp | 417.96%-418.1pp |
| Employer contribution / active EE | $16,048 | $5,243+206.1% | $4,814+233.4% | $4,740+238.6% |
| Participant deferral / active EE | $6,670 | $7,799-14.5% | $7,446-10.4% | $6,400+4.2% |
| Admin fee / account holder | $21,856 | $11,571+88.9% | $10,010+118.4% | $11,426+91.3% |