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 | $282,908 | $138,044+104.9% | $125,339+125.7% | $134,475+110.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.26% | 750.33%-759.6pp | 572.05%-581.3pp | 417.96%-427.2pp |
| Employer contribution / active EE | $34,281 | $5,243+553.8% | $4,814+612.2% | $4,740+623.3% |
| Participant deferral / active EE | $45,500 | $7,799+483.4% | $7,446+511.0% | $6,400+611.0% |
| Admin fee / account holder | $7,768 | $11,571-32.9% | $10,010-22.4% | $11,426-32.0% |