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 | $763,717 | $138,044+453.2% | $125,339+509.3% | $134,475+467.9% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -16.38% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $18,766 | $5,243+257.9% | $4,814+289.9% | $4,740+295.9% |
| Participant deferral / active EE | $11,853 | $7,799+52.0% | $7,446+59.2% | $6,400+85.2% |
| Admin fee / account holder | $17,144 | $11,571+48.2% | $10,010+71.3% | $11,426+50.0% |