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 | $662,597 | $138,044+380.0% | $125,339+428.6% | $134,475+392.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.43% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $16,560 | $5,243+215.8% | $4,814+244.0% | $4,740+249.4% |
| Participant deferral / active EE | $18,000 | $7,799+130.8% | $7,446+141.7% | $6,400+181.3% |
| Admin fee / account holder | $32,537 | $11,571+181.2% | $10,010+225.1% | $11,426+184.8% |