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 | $296,455 | $92,703+219.8% | $82,719+258.4% | $134,475+120.5% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -17.42% | 944.92%-962.3pp | 701.18%-718.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $13,302 | $3,274+306.3% | $3,009+342.1% | $4,740+180.7% |
| Participant deferral / active EE | $12,073 | $4,802+151.4% | $4,395+174.7% | $6,400+88.6% |
| Admin fee / account holder | $2,964 | $5,983-50.5% | $5,329-44.4% | $11,426-74.1% |