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 9-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 | $580,955 | $160,055+263.0% | $140,016+314.9% | $135,375+329.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.67% | 911.38%-918.1pp | 651.12%-657.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $15,630 | $6,420+143.4% | $5,606+178.8% | $4,779+227.1% |
| Participant deferral / active EE | $10,939 | $7,642+43.2% | $6,927+57.9% | $5,609+95.0% |
| Admin fee / account holder | $7,072 | $13,328-46.9% | $10,705-33.9% | $10,827-34.7% |