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 | $327,864 | $92,703+253.7% | $82,719+296.4% | $134,475+143.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.40% | 944.92%-963.3pp | 701.18%-719.6pp | 417.96%-436.4pp |
| Employer contribution / active EE | $17,079 | $3,274+421.7% | $3,009+467.6% | $4,740+260.3% |
| Participant deferral / active EE | $15,368 | $4,802+220.0% | $4,395+249.7% | $6,400+140.1% |
| Admin fee / account holder | $27,427 | $5,983+358.5% | $5,329+414.7% | $11,426+140.0% |