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 | $279,810 | $88,594+215.8% | $70,092+299.2% | $134,475+108.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -16.67% | 442.67%-459.3pp | 190.73%-207.4pp | 417.96%-434.6pp |
| Employer contribution / active EE | $40,500 | $3,233+1152.8% | $2,559+1482.8% | $4,740+754.5% |
| Participant deferral / active EE | $20,500 | $4,772+329.6% | $3,849+432.6% | $6,400+220.3% |
| Admin fee / account holder | $3,377 | $10,441-67.7% | $6,267-46.1% | $11,426-70.4% |