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 | $326,323 | $152,509+114.0% | $117,472+177.8% | $134,475+142.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.88% | 52.99%-68.9pp | 29.74%-45.6pp | 417.96%-433.8pp |
| Employer contribution / active EE | $9,006 | $5,571+61.7% | $4,176+115.7% | $4,740+90.0% |
| Participant deferral / active EE | $8,200 | $4,818+70.2% | $4,070+101.5% | $6,400+28.1% |
| Admin fee / account holder | $11,553 | $7,004+65.0% | $5,645+104.7% | $11,426+1.1% |