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 | $259,469 | $92,703+179.9% | $82,719+213.7% | $134,475+92.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.16% | 944.92%-959.1pp | 701.18%-715.3pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,890 | $3,274-11.7% | $3,009-3.9% | $4,740-39.0% |
| Participant deferral / active EE | $20,200 | $4,802+320.7% | $4,395+359.6% | $6,400+215.6% |
| Admin fee / account holder | $2,351 | $5,983-60.7% | $5,329-55.9% | $11,426-79.4% |