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 | $323,737 | $92,703+249.2% | $82,719+291.4% | $134,475+140.7% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -12.86% | 944.92%-957.8pp | 701.18%-714.0pp | 417.96%-430.8pp |
| Employer contribution / active EE | $10,966 | $3,274+235.0% | $3,009+264.4% | $4,740+131.4% |
| Participant deferral / active EE | $3,650 | $4,802-24.0% | $4,395-16.9% | $6,400-43.0% |
| Admin fee / account holder | $592 | $5,983-90.1% | $5,329-88.9% | $11,426-94.8% |