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 6-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 | $291,359 | $88,594+228.9% | $70,092+315.7% | $134,475+116.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -16.91% | 442.67%-459.6pp | 190.73%-207.6pp | 417.96%-434.9pp |
| Employer contribution / active EE | $7,448 | $3,233+130.4% | $2,559+191.1% | $4,740+57.1% |
| Participant deferral / active EE | $7,077 | $4,772+48.3% | $3,849+83.9% | $6,400+10.6% |
| Admin fee / account holder | $1,083 | $10,441-89.6% | $6,267-82.7% | $11,426-90.5% |