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 | $538,528 | $106,543+405.5% | $91,220+490.4% | $134,475+300.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -14.53% | 160.60%-175.1pp | 114.01%-128.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $10,877 | $3,331+226.6% | $2,850+281.6% | $4,740+129.5% |
| Participant deferral / active EE | $12,200 | $4,719+158.5% | $4,234+188.2% | $6,400+90.6% |
| Admin fee / account holder | $450 | $6,231-92.8% | $5,420-91.7% | $11,426-96.1% |