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 | $338,805 | $152,509+122.2% | $117,472+188.4% | $134,475+151.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.51% | 52.99%-71.5pp | 29.74%-48.2pp | 417.96%-436.5pp |
| Employer contribution / active EE | $12,510 | $5,571+124.6% | $4,176+199.6% | $4,740+163.9% |
| Participant deferral / active EE | $1,850 | $4,818-61.6% | $4,070-54.5% | $6,400-71.1% |
| Admin fee / account holder | $2,720 | $7,004-61.2% | $5,645-51.8% | $11,426-76.2% |