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 | $616,500 | $138,044+346.6% | $125,339+391.9% | $134,475+358.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.66% | 750.33%-765.0pp | 572.05%-586.7pp | 417.96%-432.6pp |
| Employer contribution / active EE | $13,502 | $5,243+157.5% | $4,814+180.5% | $4,740+184.9% |
| Participant deferral / active EE | $2,889 | $7,799-63.0% | $7,446-61.2% | $6,400-54.9% |
| Admin fee / account holder | $54,922 | $11,571+374.6% | $10,010+448.7% | $11,426+380.7% |