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 | $278,022 | $92,703+199.9% | $82,719+236.1% | $134,475+106.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.28% | 944.92%-955.2pp | 701.18%-711.5pp | 417.96%-428.2pp |
| Employer contribution / active EE | $12,590 | $3,274+284.6% | $3,009+318.4% | $4,740+165.6% |
| Participant deferral / active EE | $7,806 | $4,802+62.6% | $4,395+77.6% | $6,400+22.0% |
| Admin fee / account holder | $41,226 | $5,983+589.1% | $5,329+673.6% | $11,426+260.8% |