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 | $331,174 | $92,703+257.2% | $82,719+300.4% | $134,475+146.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.66% | 944.92%-960.6pp | 701.18%-716.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $16,134 | $3,274+392.8% | $3,009+436.2% | $4,740+240.4% |
| Participant deferral / active EE | $18,103 | $4,802+277.0% | $4,395+311.9% | $6,400+182.9% |
| Admin fee / account holder | $12,358 | $5,983+106.6% | $5,329+131.9% | $11,426+8.2% |