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 | $352,674 | $88,594+298.1% | $70,092+403.2% | $134,475+162.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -9.37% | 442.67%-452.0pp | 190.73%-200.1pp | 417.96%-427.3pp |
| Employer contribution / active EE | $20,806 | $3,233+543.6% | $2,559+713.1% | $4,740+339.0% |
| Participant deferral / active EE | $8,912 | $4,772+86.7% | $3,849+131.6% | $6,400+39.3% |
| Admin fee / account holder | $21,236 | $10,441+103.4% | $6,267+238.9% | $11,426+85.9% |