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 | $253,428 | $90,600+179.7% | $79,464+218.9% | $135,375+87.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.58% | 977.43%-983.0pp | 718.14%-723.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $4,628 | $3,068+50.9% | $2,800+65.3% | $4,779-3.1% |
| Participant deferral / active EE | $7,859 | $4,050+94.0% | $3,704+112.2% | $5,609+40.1% |
| Admin fee / account holder | $47,517 | $5,907+704.4% | $5,113+829.3% | $10,827+338.9% |