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 7-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 | $252,463 | $138,044+82.9% | $125,339+101.4% | $134,475+87.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.03% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $25,000 | $5,243+376.8% | $4,814+419.4% | $4,740+427.5% |
| Participant deferral / active EE | $27,000 | $7,799+246.2% | $7,446+262.6% | $6,400+321.9% |
| Admin fee / account holder | $1,476 | $11,571-87.2% | $10,010-85.3% | $11,426-87.1% |