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 9-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 | $418,018 | $84,402+395.3% | $61,373+581.1% | $134,475+210.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -21.12% | 584.55%-605.7pp | 338.61%-359.7pp | 417.96%-439.1pp |
| Employer contribution / active EE | $40,250 | $1,544+2506.1% | $1,159+3371.6% | $4,740+749.2% |
| Participant deferral / active EE | $21,600 | $2,819+666.2% | $2,125+916.5% | $6,400+237.5% |
| Admin fee / account holder | $4,261 | $2,585+64.8% | $2,130+100.1% | $11,426-62.7% |