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 | $542,502 | $138,044+293.0% | $125,339+332.8% | $134,475+303.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.98% | 750.33%-758.3pp | 572.05%-580.0pp | 417.96%-425.9pp |
| Employer contribution / active EE | $18,357 | $5,243+250.1% | $4,814+281.4% | $4,740+287.3% |
| Participant deferral / active EE | $13,694 | $7,799+75.6% | $7,446+83.9% | $6,400+114.0% |
| Admin fee / account holder | $19,285 | $11,571+66.7% | $10,010+92.7% | $11,426+68.8% |