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 | $263,668 | $90,600+191.0% | $79,464+231.8% | $135,375+94.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.55% | 977.43%-984.0pp | 718.14%-724.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $10,445 | $3,068+240.5% | $2,800+273.0% | $4,779+118.6% |
| Participant deferral / active EE | $2,489 | $4,050-38.5% | $3,704-32.8% | $5,609-55.6% |
| Admin fee / account holder | $7,158 | $5,907+21.2% | $5,113+40.0% | $10,827-33.9% |