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 | $838,662 | $180,449+364.8% | $154,107+444.2% | $135,375+519.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.34% | 888.09%-891.4pp | 735.12%-738.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $14,271 | $6,035+136.5% | $5,298+169.4% | $4,779+198.6% |
| Participant deferral / active EE | $9,374 | $5,806+61.4% | $5,081+84.5% | $5,609+67.1% |
| Admin fee / account holder | $36,873 | $16,143+128.4% | $13,411+174.9% | $10,827+240.6% |