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 | $909,225 | $180,449+403.9% | $154,107+490.0% | $135,375+571.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.83% | 888.09%-894.9pp | 735.12%-741.9pp | 519.73%-526.6pp |
| Employer contribution / active EE | $34,454 | $6,035+470.9% | $5,298+550.4% | $4,779+621.0% |
| Participant deferral / active EE | $23,177 | $5,806+299.2% | $5,081+356.2% | $5,609+313.2% |
| Admin fee / account holder | $426,989 | $16,143+2545.1% | $13,411+3083.9% | $10,827+3843.7% |