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 | $387,574 | $106,543+263.8% | $91,220+324.9% | $134,475+188.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -10.33% | 160.60%-170.9pp | 114.01%-124.3pp | 417.96%-428.3pp |
| Employer contribution / active EE | $8,167 | $3,331+145.2% | $2,850+186.6% | $4,740+72.3% |
| Participant deferral / active EE | $11,407 | $4,719+141.7% | $4,234+169.4% | $6,400+78.2% |
| Admin fee / account holder | $20,062 | $6,231+222.0% | $5,420+270.2% | $11,426+75.6% |