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 5-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 | $733,216 | $138,044+431.1% | $125,339+485.0% | $134,475+445.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.58% | 750.33%-765.9pp | 572.05%-587.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $28,254 | $5,243+438.9% | $4,814+487.0% | $4,740+496.1% |
| Participant deferral / active EE | $18,000 | $7,799+130.8% | $7,446+141.7% | $6,400+181.3% |
| Admin fee / account holder | $9,323 | $11,571-19.4% | $10,010-6.9% | $11,426-18.4% |