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 | $594,937 | $180,449+229.7% | $154,107+286.1% | $135,375+339.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.82% | 888.09%-890.9pp | 735.12%-737.9pp | 519.73%-522.6pp |
| Employer contribution / active EE | $60,218 | $6,035+897.8% | $5,298+1036.7% | $4,779+1160.1% |
| Participant deferral / active EE | $3,333 | $5,806-42.6% | $5,081-34.4% | $5,609-40.6% |
| Admin fee / account holder | $347,173 | $16,143+2050.6% | $13,411+2488.7% | $10,827+3106.5% |