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 | $601,450 | $138,044+335.7% | $125,339+379.9% | $134,475+347.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.59% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $25,399 | $5,243+384.4% | $4,814+427.7% | $4,740+435.9% |
| Participant deferral / active EE | $23,589 | $7,799+202.5% | $7,446+216.8% | $6,400+268.6% |
| Admin fee / account holder | $159,939 | $11,571+1282.2% | $10,010+1497.9% | $11,426+1299.8% |