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 | $364,689 | $90,600+302.5% | $79,464+358.9% | $135,375+169.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.91% | 977.43%-984.3pp | 718.14%-725.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $12,476 | $3,068+306.7% | $2,800+345.5% | $4,779+161.1% |
| Participant deferral / active EE | $14,423 | $4,050+256.1% | $3,704+289.4% | $5,609+157.2% |
| Admin fee / account holder | $8,156 | $5,907+38.1% | $5,113+59.5% | $10,827-24.7% |