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 | $436,716 | $92,703+371.1% | $82,719+428.0% | $134,475+224.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.05% | 944.92%-955.0pp | 701.18%-711.2pp | 417.96%-428.0pp |
| Employer contribution / active EE | $10,137 | $3,274+209.6% | $3,009+236.9% | $4,740+113.9% |
| Participant deferral / active EE | $15,743 | $4,802+227.8% | $4,395+258.2% | $6,400+146.0% |
| Admin fee / account holder | $6,324 | $5,983+5.7% | $5,329+18.7% | $11,426-44.7% |