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 | $306,759 | $99,640+207.9% | $86,436+254.9% | $134,475+128.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.86% | 6782.58%-6798.4pp | 4394.89%-4410.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,545 | $4,400-64.9% | $3,769-59.0% | $4,740-67.4% |
| Participant deferral / active EE | $9,952 | $7,246+37.3% | $6,952+43.2% | $6,400+55.5% |
| Admin fee / account holder | $23,931 | $8,371+185.9% | $6,731+255.5% | $11,426+109.4% |