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 6-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 | $670,005 | $138,044+385.4% | $125,339+434.6% | $134,475+398.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.06% | 750.33%-765.4pp | 572.05%-587.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $40,500 | $5,243+672.4% | $4,814+741.4% | $4,740+754.5% |
| Participant deferral / active EE | $24,563 | $7,799+215.0% | $7,446+229.9% | $6,400+283.8% |
| Admin fee / account holder | $3,610 | $11,571-68.8% | $10,010-63.9% | $11,426-68.4% |