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 | $685,096 | $138,044+396.3% | $125,339+446.6% | $134,475+409.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.52% | 750.33%-757.8pp | 572.05%-579.6pp | 417.96%-425.5pp |
| Employer contribution / active EE | $10,149 | $5,243+93.6% | $4,814+110.8% | $4,740+114.1% |
| Participant deferral / active EE | $13,480 | $7,799+72.9% | $7,446+81.0% | $6,400+110.6% |
| Admin fee / account holder | $20,284 | $11,571+75.3% | $10,010+102.6% | $11,426+77.5% |