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 | $281,238 | $92,703+203.4% | $82,719+240.0% | $134,475+109.1% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -14.44% | 944.92%-959.4pp | 701.18%-715.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $15,903 | $3,274+385.7% | $3,009+428.5% | $4,740+235.5% |
| Participant deferral / active EE | $9,291 | $4,802+93.5% | $4,395+111.4% | $6,400+45.2% |
| Admin fee / account holder | $19,235 | $5,983+221.5% | $5,329+261.0% | $11,426+68.3% |