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 | $446,907 | $92,703+382.1% | $82,719+440.3% | $134,475+232.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.12% | 944.92%-962.0pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $15,184 | $3,274+363.8% | $3,009+404.6% | $4,740+220.4% |
| Participant deferral / active EE | $25,039 | $4,802+421.4% | $4,395+469.7% | $6,400+291.2% |
| Admin fee / account holder | $2,158 | $5,983-63.9% | $5,329-59.5% | $11,426-81.1% |