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 | $442,420 | $138,044+220.5% | $125,339+253.0% | $134,475+229.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.19% | 750.33%-766.5pp | 572.05%-588.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $15,710 | $5,243+199.6% | $4,814+226.4% | $4,740+231.5% |
| Participant deferral / active EE | $17,030 | $7,799+118.4% | $7,446+128.7% | $6,400+166.1% |
| Admin fee / account holder | $18,306 | $11,571+58.2% | $10,010+82.9% | $11,426+60.2% |