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 | $380,093 | $90,600+319.5% | $79,464+378.3% | $135,375+180.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.52% | 977.43%-982.0pp | 718.14%-722.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $25,477 | $3,068+730.4% | $2,800+809.8% | $4,779+433.1% |
| Participant deferral / active EE | $600 | $4,050-85.2% | $3,704-83.8% | $5,609-89.3% |
| Admin fee / account holder | $507,492 | $5,907+8491.6% | $5,113+9825.6% | $10,827+4587.3% |