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 | $274,470 | $99,640+175.5% | $86,436+217.5% | $134,475+104.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.91% | 6782.58%-6798.5pp | 4394.89%-4410.8pp | 417.96%-433.9pp |
| Employer contribution / active EE | $12,146 | $4,400+176.0% | $3,769+222.3% | $4,740+156.3% |
| Participant deferral / active EE | $8,506 | $7,246+17.4% | $6,952+22.4% | $6,400+32.9% |
| Admin fee / account holder | $5,831 | $8,371-30.3% | $6,731-13.4% | $11,426-49.0% |