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 | $455,273 | $88,594+413.9% | $70,092+549.5% | $134,475+238.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -6.16% | 442.67%-448.8pp | 190.73%-196.9pp | 417.96%-424.1pp |
| Employer contribution / active EE | $8,436 | $3,233+161.0% | $2,559+229.7% | $4,740+78.0% |
| Participant deferral / active EE | $9,499 | $4,772+99.1% | $3,849+146.8% | $6,400+48.4% |
| Admin fee / account holder | $40,859 | $10,441+291.3% | $6,267+552.0% | $11,426+257.6% |