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 | $335,492 | $95,971+249.6% | $74,550+350.0% | $135,375+147.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.30% | 56.96%-59.3pp | 32.53%-34.8pp | 519.73%-522.0pp |
| Employer contribution / active EE | $13,333 | $2,716+390.9% | $1,961+580.0% | $4,779+179.0% |
| Participant deferral / active EE | $16,333 | $3,843+325.0% | $3,108+425.5% | $5,609+191.2% |
| Admin fee / account holder | $33,333 | $6,522+411.1% | $5,060+558.8% | $10,827+207.9% |