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 5-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 | $280,941 | $92,703+203.1% | $82,719+239.6% | $134,475+108.9% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -17.16% | 944.92%-962.1pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,687 | $3,274-17.9% | $3,009-10.7% | $4,740-43.3% |
| Participant deferral / active EE | $5,394 | $4,802+12.3% | $4,395+22.7% | $6,400-15.7% |
| Admin fee / account holder | $86,681 | $5,983+1348.9% | $5,329+1526.6% | $11,426+658.6% |