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 | $720,859 | $92,703+677.6% | $82,719+771.5% | $134,475+436.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.89% | 944.92%-957.8pp | 701.18%-714.1pp | 417.96%-430.9pp |
| Employer contribution / active EE | $7,933 | $3,274+142.3% | $3,009+163.7% | $4,740+67.4% |
| Participant deferral / active EE | $12,417 | $4,802+158.6% | $4,395+182.5% | $6,400+94.0% |
| Admin fee / account holder | $4,179 | $5,983-30.1% | $5,329-21.6% | $11,426-63.4% |