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 8-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 | $489,773 | $152,509+221.1% | $117,472+316.9% | $134,475+264.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.23% | 52.99%-66.2pp | 29.74%-43.0pp | 417.96%-431.2pp |
| Employer contribution / active EE | $22,936 | $5,571+311.7% | $4,176+449.2% | $4,740+383.9% |
| Participant deferral / active EE | $10,250 | $4,818+112.8% | $4,070+151.8% | $6,400+60.2% |
| Admin fee / account holder | $4,848 | $7,004-30.8% | $5,645-14.1% | $11,426-57.6% |