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 | $302,309 | $92,703+226.1% | $82,719+265.5% | $134,475+124.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.50% | 944.92%-963.4pp | 701.18%-719.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $12,644 | $3,274+286.2% | $3,009+320.2% | $4,740+166.8% |
| Participant deferral / active EE | $15,956 | $4,802+232.3% | $4,395+263.1% | $6,400+149.3% |
| Admin fee / account holder | $9,270 | $5,983+54.9% | $5,329+74.0% | $11,426-18.9% |