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 | $576,087 | $138,044+317.3% | $125,339+359.6% | $134,475+328.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.61% | 750.33%-762.9pp | 572.05%-584.7pp | 417.96%-430.6pp |
| Employer contribution / active EE | $21,429 | $5,243+308.7% | $4,814+345.2% | $4,740+352.1% |
| Participant deferral / active EE | $7,980 | $7,799+2.3% | $7,446+7.2% | $6,400+24.7% |
| Admin fee / account holder | $64,529 | $11,571+457.7% | $10,010+544.7% | $11,426+464.8% |