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 8-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 | $308,071 | $138,044+123.2% | $125,339+145.8% | $134,475+129.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.31% | 750.33%-761.6pp | 572.05%-583.4pp | 417.96%-429.3pp |
| Employer contribution / active EE | $16,063 | $5,243+206.4% | $4,814+233.7% | $4,740+238.9% |
| Participant deferral / active EE | $10,003 | $7,799+28.3% | $7,446+34.3% | $6,400+56.3% |
| Admin fee / account holder | $2,464 | $11,571-78.7% | $10,010-75.4% | $11,426-78.4% |