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 | $352,787 | $92,703+280.6% | $82,719+326.5% | $134,475+162.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.64% | 944.92%-961.6pp | 701.18%-717.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $9,440 | $3,274+188.4% | $3,009+213.7% | $4,740+99.2% |
| Participant deferral / active EE | $12,889 | $4,802+168.4% | $4,395+193.3% | $6,400+101.4% |
| Admin fee / account holder | $2,850 | $5,983-52.4% | $5,329-46.5% | $11,426-75.1% |