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 | $456,666 | $92,703+392.6% | $82,719+452.1% | $134,475+239.6% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -20.29% | 944.92%-965.2pp | 701.18%-721.5pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,210 | $3,274-32.5% | $3,009-26.5% | $4,740-53.4% |
| Participant deferral / active EE | $14,017 | $4,802+191.9% | $4,395+218.9% | $6,400+119.0% |
| Admin fee / account holder | $14,599 | $5,983+144.0% | $5,329+174.0% | $11,426+27.8% |