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 | $398,841 | $160,055+149.2% | $140,016+184.9% | $135,375+194.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.05% | 911.38%-920.4pp | 651.12%-660.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $12,438 | $6,420+93.7% | $5,606+121.9% | $4,779+160.3% |
| Participant deferral / active EE | $11,347 | $7,642+48.5% | $6,927+63.8% | $5,609+102.3% |
| Admin fee / account holder | $16,820 | $13,328+26.2% | $10,705+57.1% | $10,827+55.4% |