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 | $400,306 | $138,044+190.0% | $125,339+219.4% | $134,475+197.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.87% | 750.33%-757.2pp | 572.05%-578.9pp | 417.96%-424.8pp |
| Employer contribution / active EE | $12,213 | $5,243+132.9% | $4,814+153.7% | $4,740+157.7% |
| Participant deferral / active EE | $5,957 | $7,799-23.6% | $7,446-20.0% | $6,400-6.9% |
| Admin fee / account holder | $4,706 | $11,571-59.3% | $10,010-53.0% | $11,426-58.8% |