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 | $400,740 | $88,594+352.3% | $70,092+471.7% | $134,475+198.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -15.09% | 442.67%-457.8pp | 190.73%-205.8pp | 417.96%-433.1pp |
| Employer contribution / active EE | $13,750 | $3,233+325.3% | $2,559+437.4% | $4,740+190.1% |
| Participant deferral / active EE | $14,920 | $4,772+212.7% | $3,849+287.7% | $6,400+133.1% |
| Admin fee / account holder | $2,602 | $10,441-75.1% | $6,267-58.5% | $11,426-77.2% |