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 | $298,698 | $106,543+180.4% | $91,220+227.4% | $134,475+122.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -12.87% | 160.60%-173.5pp | 114.01%-126.9pp | 417.96%-430.8pp |
| Employer contribution / active EE | $7,474 | $3,331+124.4% | $2,850+162.2% | $4,740+57.7% |
| Participant deferral / active EE | $12,031 | $4,719+155.0% | $4,234+184.2% | $6,400+88.0% |
| Admin fee / account holder | $29,401 | $6,231+371.9% | $5,420+442.5% | $11,426+157.3% |