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 | $291,623 | $92,703+214.6% | $82,719+252.5% | $134,475+116.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.25% | 944.92%-960.2pp | 701.18%-716.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $22,797 | $3,274+596.3% | $3,009+657.6% | $4,740+381.0% |
| Participant deferral / active EE | $13,580 | $4,802+182.8% | $4,395+209.0% | $6,400+112.2% |
| Admin fee / account holder | $11,884 | $5,983+98.6% | $5,329+123.0% | $11,426+4.0% |