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 | $483,886 | $82,664+485.4% | $125,339+286.1% | $68,494+606.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.13% | -5.97%-5.2pp | 572.05%-583.2pp | -7.84%-3.3pp |
| Employer contribution / active EE | $8,162 | $3,381+141.4% | $4,814+69.6% | $2,596+214.4% |
| Participant deferral / active EE | $13,592 | $6,110+122.4% | $7,446+82.5% | $4,027+237.5% |
| Admin fee / account holder | $67,560 | $6,275+976.6% | $10,010+575.0% | $5,403+1150.5% |