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 9-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 | $306,759 | $106,543+187.9% | $91,220+236.3% | $134,475+128.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -2.67% | 160.60%-163.3pp | 114.01%-116.7pp | 417.96%-420.6pp |
| Employer contribution / active EE | $7,217 | $3,331+116.7% | $2,850+153.2% | $4,740+52.3% |
| Participant deferral / active EE | $3,579 | $4,719-24.2% | $4,234-15.5% | $6,400-44.1% |
| Admin fee / account holder | $8,717 | $6,231+39.9% | $5,420+60.8% | $11,426-23.7% |