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 | $325,548 | $138,044+135.8% | $125,339+159.7% | $134,475+142.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.18% | 750.33%-765.5pp | 572.05%-587.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $4,923 | $5,243-6.1% | $4,814+2.3% | $4,740+3.9% |
| Participant deferral / active EE | $12,569 | $7,799+61.2% | $7,446+68.8% | $6,400+96.4% |
| Admin fee / account holder | $1,257 | $11,571-89.1% | $10,010-87.4% | $11,426-89.0% |