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 | $251,512 | $92,703+171.3% | $82,719+204.1% | $134,475+87.0% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -14.32% | 944.92%-959.2pp | 701.18%-715.5pp | 417.96%-432.3pp |
| Employer contribution / active EE | $17,369 | $3,274+430.5% | $3,009+477.2% | $4,740+266.5% |
| Participant deferral / active EE | $7,639 | $4,802+59.1% | $4,395+73.8% | $6,400+19.4% |
| Admin fee / account holder | $35,579 | $5,983+494.7% | $5,329+567.7% | $11,426+211.4% |