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 | $434,284 | $99,640+335.9% | $86,436+402.4% | $134,475+222.9% |
| Participation rate | 94.7% | 82.0%+12.7pp | 80.3%+14.4pp | 81.2%+13.5pp |
| Annual return | -15.49% | 6782.58%-6798.1pp | 4394.89%-4410.4pp | 417.96%-433.5pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $9,297 | $7,246+28.3% | $6,952+33.7% | $6,400+45.3% |
| Admin fee / account holder | $6,343 | $8,371-24.2% | $6,731-5.8% | $11,426-44.5% |