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 | $294,810 | $92,703+218.0% | $82,719+256.4% | $134,475+119.2% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -17.71% | 944.92%-962.6pp | 701.18%-718.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $4,853 | $3,274+48.2% | $3,009+61.3% | $4,740+2.4% |
| Participant deferral / active EE | $12,171 | $4,802+153.4% | $4,395+176.9% | $6,400+90.2% |
| Admin fee / account holder | $99,751 | $5,983+1567.4% | $5,329+1771.9% | $11,426+773.0% |