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 | $305,544 | $92,703+229.6% | $82,719+269.4% | $134,475+127.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.13% | 944.92%-962.1pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,499 | $3,274+37.4% | $3,009+49.5% | $4,740-5.1% |
| Participant deferral / active EE | $3,358 | $4,802-30.1% | $4,395-23.6% | $6,400-47.5% |
| Admin fee / account holder | $4,776 | $5,983-20.2% | $5,329-10.4% | $11,426-58.2% |