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 | $592,884 | $138,044+329.5% | $125,339+373.0% | $134,475+340.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.72% | 750.33%-767.0pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $14,932 | $5,243+184.8% | $4,814+210.2% | $4,740+215.0% |
| Participant deferral / active EE | $11,568 | $7,799+48.3% | $7,446+55.4% | $6,400+80.8% |
| Admin fee / account holder | $5,141 | $11,571-55.6% | $10,010-48.6% | $11,426-55.0% |