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 | $318,091 | $92,703+243.1% | $82,719+284.5% | $134,475+136.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.04% | 944.92%-965.0pp | 701.18%-721.2pp | 417.96%-438.0pp |
| Employer contribution / active EE | $14,098 | $3,274+330.6% | $3,009+368.5% | $4,740+197.4% |
| Participant deferral / active EE | $13,296 | $4,802+176.9% | $4,395+202.5% | $6,400+107.8% |
| Admin fee / account holder | $994 | $5,983-83.4% | $5,329-81.4% | $11,426-91.3% |