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 | $290,410 | $88,594+227.8% | $70,092+314.3% | $134,475+116.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.12% | 442.67%-459.8pp | 190.73%-207.9pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,162 | $3,233-33.1% | $2,559-15.5% | $4,740-54.4% |
| Participant deferral / active EE | $6,750 | $4,772+41.4% | $3,849+75.4% | $6,400+5.5% |
| Admin fee / account holder | $4,055 | $10,441-61.2% | $6,267-35.3% | $11,426-64.5% |