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 | $870,953 | $138,044+530.9% | $125,339+594.9% | $134,475+547.7% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -14.56% | 750.33%-764.9pp | 572.05%-586.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $8,598 | $5,243+64.0% | $4,814+78.6% | $4,740+81.4% |
| Participant deferral / active EE | $12,273 | $7,799+57.4% | $7,446+64.8% | $6,400+91.8% |
| Admin fee / account holder | $43,476 | $11,571+275.7% | $10,010+334.3% | $11,426+280.5% |