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 | $319,254 | $90,600+252.4% | $79,464+301.8% | $135,375+135.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.71% | 977.43%-982.1pp | 718.14%-722.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $19,494 | $3,068+535.4% | $2,800+596.1% | $4,779+307.9% |
| Participant deferral / active EE | $9,028 | $4,050+122.9% | $3,704+143.7% | $5,609+61.0% |
| Admin fee / account holder | $59,650 | $5,907+909.9% | $5,113+1066.6% | $10,827+450.9% |