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 | $254,114 | $90,600+180.5% | $79,464+219.8% | $135,375+87.7% |
| Participation rate | 92.9% | 76.0%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | -7.22% | 977.43%-984.7pp | 718.14%-725.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $9,485 | $3,068+209.1% | $2,800+238.7% | $4,779+98.5% |
| Participant deferral / active EE | $12,206 | $4,050+201.4% | $3,704+229.6% | $5,609+117.6% |
| Admin fee / account holder | $1,741 | $5,907-70.5% | $5,113-65.9% | $10,827-83.9% |