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 | $262,075 | $152,509+71.8% | $117,472+123.1% | $134,475+94.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.01% | 52.99%-65.0pp | 29.74%-41.7pp | 417.96%-430.0pp |
| Employer contribution / active EE | $1,104 | $5,571-80.2% | $4,176-73.6% | $4,740-76.7% |
| Participant deferral / active EE | $1,473 | $4,818-69.4% | $4,070-63.8% | $6,400-77.0% |
| Admin fee / account holder | $23,773 | $7,004+239.4% | $5,645+321.2% | $11,426+108.1% |