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 | $908,372 | $138,044+558.0% | $125,339+624.7% | $134,475+575.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.53% | 750.33%-769.9pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $22,735 | $5,243+333.6% | $4,814+372.3% | $4,740+379.7% |
| Participant deferral / active EE | $22,600 | $7,799+189.8% | $7,446+203.5% | $6,400+253.1% |
| Admin fee / account holder | $646 | $11,571-94.4% | $10,010-93.5% | $11,426-94.3% |