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 | $331,037 | $97,757+238.6% | $83,848+294.8% | $135,375+144.5% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -6.62% | 1287.37%-1294.0pp | 850.88%-857.5pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,474 | $4,222-65.1% | $3,631-59.4% | $4,779-69.1% |
| Participant deferral / active EE | $7,648 | $4,682+63.3% | $4,082+87.4% | $5,609+36.4% |
| Admin fee / account holder | $271,160 | $6,674+3963.0% | $5,478+4849.8% | $10,827+2404.5% |