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 | $467,506 | $152,509+206.5% | $117,472+298.0% | $134,475+247.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.64% | 52.99%-66.6pp | 29.74%-43.4pp | 417.96%-431.6pp |
| Employer contribution / active EE | $22,118 | $5,571+297.0% | $4,176+429.6% | $4,740+366.7% |
| Participant deferral / active EE | $13,500 | $4,818+180.2% | $4,070+231.7% | $6,400+110.9% |
| Admin fee / account holder | $2,079 | $7,004-70.3% | $5,645-63.2% | $11,426-81.8% |