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 | $315,016 | $92,703+239.8% | $82,719+280.8% | $134,475+134.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.49% | 944.92%-958.4pp | 701.18%-714.7pp | 417.96%-431.5pp |
| Employer contribution / active EE | $5,072 | $3,274+54.9% | $3,009+68.6% | $4,740+7.0% |
| Participant deferral / active EE | $14,394 | $4,802+199.7% | $4,395+227.5% | $6,400+124.9% |
| Admin fee / account holder | $1,153 | $5,983-80.7% | $5,329-78.4% | $11,426-89.9% |