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 8-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 | $302,224 | $106,543+183.7% | $91,220+231.3% | $134,475+124.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -11.53% | 160.60%-172.1pp | 114.01%-125.5pp | 417.96%-429.5pp |
| Employer contribution / active EE | $2,058 | $3,331-38.2% | $2,850-27.8% | $4,740-56.6% |
| Participant deferral / active EE | $1,008 | $4,719-78.6% | $4,234-76.2% | $6,400-84.3% |
| Admin fee / account holder | $72,786 | $6,231+1068.2% | $5,420+1243.0% | $11,426+537.0% |