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 | $946,743 | $180,449+424.7% | $154,107+514.3% | $135,375+599.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.99% | 888.09%-893.1pp | 735.12%-740.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $26,994 | $6,035+347.3% | $5,298+409.6% | $4,779+464.9% |
| Participant deferral / active EE | $15,580 | $5,806+168.3% | $5,081+206.7% | $5,609+177.8% |
| Admin fee / account holder | $2,526 | $16,143-84.4% | $13,411-81.2% | $10,827-76.7% |