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 | $730,459 | $138,044+429.1% | $125,339+482.8% | $134,475+443.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.18% | 750.33%-766.5pp | 572.05%-588.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $17,411 | $5,243+232.1% | $4,814+261.7% | $4,740+267.3% |
| Participant deferral / active EE | $12,081 | $7,799+54.9% | $7,446+62.2% | $6,400+88.8% |
| Admin fee / account holder | $18,969 | $11,571+63.9% | $10,010+89.5% | $11,426+66.0% |