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 | $454,051 | $92,703+389.8% | $82,719+448.9% | $134,475+237.6% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -18.85% | 944.92%-963.8pp | 701.18%-720.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $14,277 | $3,274+336.1% | $3,009+374.5% | $4,740+201.2% |
| Participant deferral / active EE | $14,271 | $4,802+197.2% | $4,395+224.7% | $6,400+123.0% |
| Admin fee / account holder | $23,725 | $5,983+296.6% | $5,329+345.2% | $11,426+107.6% |