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 | $359,466 | $92,703+287.8% | $82,719+334.6% | $134,475+167.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.65% | 944.92%-961.6pp | 701.18%-717.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $19,539 | $3,274+496.8% | $3,009+549.4% | $4,740+312.3% |
| Participant deferral / active EE | $8,731 | $4,802+81.8% | $4,395+98.7% | $6,400+36.4% |
| Admin fee / account holder | $1,866 | $5,983-68.8% | $5,329-65.0% | $11,426-83.7% |