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 | $263,075 | $88,594+196.9% | $70,092+275.3% | $134,475+95.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -10.71% | 442.67%-453.4pp | 190.73%-201.4pp | 417.96%-428.7pp |
| Employer contribution / active EE | $8,916 | $3,233+175.8% | $2,559+248.4% | $4,740+88.1% |
| Participant deferral / active EE | $9,521 | $4,772+99.5% | $3,849+147.4% | $6,400+48.8% |
| Admin fee / account holder | $46,697 | $10,441+347.3% | $6,267+645.2% | $11,426+308.7% |