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 | $397,001 | $138,044+187.6% | $125,339+216.7% | $134,475+195.2% |
| Participation rate | 94.4% | 84.5%+10.0pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -16.51% | 750.33%-766.8pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $20,908 | $5,243+298.8% | $4,814+334.4% | $4,740+341.1% |
| Participant deferral / active EE | $15,727 | $7,799+101.7% | $7,446+111.2% | $6,400+145.7% |
| Admin fee / account holder | $86,480 | $11,571+647.4% | $10,010+764.0% | $11,426+656.9% |