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 | $311,763 | $92,703+236.3% | $82,719+276.9% | $134,475+131.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.85% | 944.92%-957.8pp | 701.18%-714.0pp | 417.96%-430.8pp |
| Employer contribution / active EE | $8,151 | $3,274+149.0% | $3,009+170.9% | $4,740+72.0% |
| Participant deferral / active EE | $9,791 | $4,802+103.9% | $4,395+122.8% | $6,400+53.0% |
| Admin fee / account holder | $1,237 | $5,983-79.3% | $5,329-76.8% | $11,426-89.2% |