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 | $305,706 | $106,543+186.9% | $91,220+235.1% | $134,475+127.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.66% | 160.60%-174.3pp | 114.01%-127.7pp | 417.96%-431.6pp |
| Employer contribution / active EE | $1,712 | $3,331-48.6% | $2,850-39.9% | $4,740-63.9% |
| Participant deferral / active EE | $6,384 | $4,719+35.3% | $4,234+50.8% | $6,400-0.3% |
| Admin fee / account holder | $12,017 | $6,231+92.9% | $5,420+121.7% | $11,426+5.2% |