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 | $266,602 | $138,044+93.1% | $125,339+112.7% | $134,475+98.3% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -15.10% | 750.33%-765.4pp | 572.05%-587.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $13,848 | $5,243+164.1% | $4,814+187.7% | $4,740+192.2% |
| Participant deferral / active EE | $13,222 | $7,799+69.5% | $7,446+77.6% | $6,400+106.6% |
| Admin fee / account holder | $21,780 | $11,571+88.2% | $10,010+117.6% | $11,426+90.6% |