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 | $258,444 | $106,543+142.6% | $91,220+183.3% | $134,475+92.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.00% | 160.60%-177.6pp | 114.01%-131.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $14,390 | $3,331+332.1% | $2,850+404.9% | $4,740+203.6% |
| Participant deferral / active EE | $21,587 | $4,719+357.5% | $4,234+409.9% | $6,400+237.3% |
| Admin fee / account holder | $13,081 | $6,231+109.9% | $5,420+141.4% | $11,426+14.5% |