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 | $531,724 | $92,703+473.6% | $82,719+542.8% | $134,475+295.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.29% | 944.92%-963.2pp | 701.18%-719.5pp | 417.96%-436.3pp |
| Employer contribution / active EE | $8,333 | $3,274+154.5% | $3,009+177.0% | $4,740+75.8% |
| Participant deferral / active EE | $2,335 | $4,802-51.4% | $4,395-46.9% | $6,400-63.5% |
| Admin fee / account holder | $17,142 | $5,983+186.5% | $5,329+221.7% | $11,426+50.0% |