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 | $478,570 | $84,402+467.0% | $61,373+679.8% | $134,475+255.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -19.21% | 584.55%-603.8pp | 338.61%-357.8pp | 417.96%-437.2pp |
| Employer contribution / active EE | $23,733 | $1,544+1436.7% | $1,159+1947.0% | $4,740+400.7% |
| Participant deferral / active EE | $2,375 | $2,819-15.8% | $2,125+11.8% | $6,400-62.9% |
| Admin fee / account holder | $645 | $2,585-75.1% | $2,130-69.7% | $11,426-94.4% |