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 9-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 | $590,084 | $152,509+286.9% | $117,472+402.3% | $134,475+338.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.04% | 52.99%-66.0pp | 29.74%-42.8pp | 417.96%-431.0pp |
| Employer contribution / active EE | $7,263 | $5,571+30.4% | $4,176+73.9% | $4,740+53.2% |
| Participant deferral / active EE | $12,261 | $4,818+154.5% | $4,070+201.2% | $6,400+91.6% |
| Admin fee / account holder | $1,658 | $7,004-76.3% | $5,645-70.6% | $11,426-85.5% |