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 7-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 | $508,635 | $138,044+268.5% | $125,339+305.8% | $134,475+278.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.64% | 750.33%-768.0pp | 572.05%-589.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $5,335 | $5,243+1.8% | $4,814+10.8% | $4,740+12.6% |
| Participant deferral / active EE | $12,988 | $7,799+66.5% | $7,446+74.4% | $6,400+102.9% |
| Admin fee / account holder | $19,441 | $11,571+68.0% | $10,010+94.2% | $11,426+70.1% |