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 | $310,479 | $138,044+124.9% | $125,339+147.7% | $134,475+130.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.77% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $11,734 | $5,243+123.8% | $4,814+143.8% | $4,740+147.6% |
| Participant deferral / active EE | $6,591 | $7,799-15.5% | $7,446-11.5% | $6,400+3.0% |
| Admin fee / account holder | $3,308 | $11,571-71.4% | $10,010-67.0% | $11,426-71.0% |