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 | $499,291 | $138,044+261.7% | $125,339+298.4% | $134,475+271.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.26% | 750.33%-770.6pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $16,195 | $5,243+208.9% | $4,814+236.5% | $4,740+241.7% |
| Participant deferral / active EE | $24,361 | $7,799+212.4% | $7,446+227.1% | $6,400+280.7% |
| Admin fee / account holder | $83,132 | $11,571+618.4% | $10,010+730.5% | $11,426+627.6% |