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 9-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 | $300,645 | $99,640+201.7% | $86,436+247.8% | $134,475+123.6% |
| Participation rate | 90.0% | 82.0%+8.0pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -13.71% | 6782.58%-6796.3pp | 4394.89%-4408.6pp | 417.96%-431.7pp |
| Employer contribution / active EE | $2,761 | $4,400-37.2% | $3,769-26.7% | $4,740-41.7% |
| Participant deferral / active EE | $12,298 | $7,246+69.7% | $6,952+76.9% | $6,400+92.2% |
| Admin fee / account holder | $975 | $8,371-88.4% | $6,731-85.5% | $11,426-91.5% |