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 | $254,882 | $92,703+174.9% | $82,719+208.1% | $134,475+89.5% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -13.07% | 944.92%-958.0pp | 701.18%-714.3pp | 417.96%-431.0pp |
| Employer contribution / active EE | $12,494 | $3,274+281.6% | $3,009+315.2% | $4,740+163.6% |
| Participant deferral / active EE | $13,671 | $4,802+184.7% | $4,395+211.1% | $6,400+113.6% |
| Admin fee / account holder | $5,496 | $5,983-8.1% | $5,329+3.1% | $11,426-51.9% |