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 | $734,362 | $88,594+728.9% | $70,092+947.7% | $134,475+446.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -18.23% | 442.67%-460.9pp | 190.73%-209.0pp | 417.96%-436.2pp |
| Employer contribution / active EE | $5,714 | $3,233+76.8% | $2,559+123.3% | $4,740+20.6% |
| Participant deferral / active EE | $12,758 | $4,772+167.4% | $3,849+231.5% | $6,400+99.4% |
| Admin fee / account holder | $6,573 | $10,441-37.0% | $6,267+4.9% | $11,426-42.5% |