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 | $600,019 | $138,044+334.7% | $125,339+378.7% | $134,475+346.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.73% | 750.33%-764.1pp | 572.05%-585.8pp | 417.96%-431.7pp |
| Employer contribution / active EE | $7,823 | $5,243+49.2% | $4,814+62.5% | $4,740+65.1% |
| Participant deferral / active EE | $22,356 | $7,799+186.7% | $7,446+200.2% | $6,400+249.3% |
| Admin fee / account holder | $67,085 | $11,571+479.8% | $10,010+570.2% | $11,426+487.1% |