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 | $266,744 | $92,703+187.7% | $82,719+222.5% | $134,475+98.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.10% | 944.92%-952.0pp | 701.18%-708.3pp | 417.96%-425.1pp |
| Employer contribution / active EE | $6,356 | $3,274+94.2% | $3,009+111.2% | $4,740+34.1% |
| Participant deferral / active EE | $6,638 | $4,802+38.2% | $4,395+51.0% | $6,400+3.7% |
| Admin fee / account holder | $3,842 | $5,983-35.8% | $5,329-27.9% | $11,426-66.4% |