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 | $500,731 | $138,044+262.7% | $125,339+299.5% | $134,475+272.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.81% | 750.33%-763.1pp | 572.05%-584.9pp | 417.96%-430.8pp |
| Employer contribution / active EE | $9,517 | $5,243+81.5% | $4,814+97.7% | $4,740+100.8% |
| Participant deferral / active EE | $4,643 | $7,799-40.5% | $7,446-37.7% | $6,400-27.5% |
| Admin fee / account holder | $10,204 | $11,571-11.8% | $10,010+1.9% | $11,426-10.7% |