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 | $368,534 | $92,703+297.5% | $82,719+345.5% | $134,475+174.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.54% | 944.92%-961.5pp | 701.18%-717.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $11,664 | $3,274+256.3% | $3,009+287.6% | $4,740+146.1% |
| Participant deferral / active EE | $10,975 | $4,802+128.5% | $4,395+149.7% | $6,400+71.5% |
| Admin fee / account holder | $20,530 | $5,983+243.2% | $5,329+285.3% | $11,426+79.7% |