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 | $290,005 | $138,044+110.1% | $125,339+131.4% | $134,475+115.7% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -19.43% | 750.33%-769.8pp | 572.05%-591.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $11,700 | $5,243+123.1% | $4,814+143.1% | $4,740+146.9% |
| Participant deferral / active EE | $11,082 | $7,799+42.1% | $7,446+48.8% | $6,400+73.2% |
| Admin fee / account holder | $6,667 | $11,571-42.4% | $10,010-33.4% | $11,426-41.6% |