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 | $309,304 | $92,703+233.7% | $82,719+273.9% | $134,475+130.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.93% | 944.92%-960.9pp | 701.18%-717.1pp | 417.96%-433.9pp |
| Employer contribution / active EE | $21,434 | $3,274+554.7% | $3,009+612.4% | $4,740+352.2% |
| Participant deferral / active EE | $15,627 | $4,802+225.4% | $4,395+255.6% | $6,400+144.2% |
| Admin fee / account holder | $88,280 | $5,983+1375.6% | $5,329+1556.6% | $11,426+672.6% |