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 | $328,826 | $92,703+254.7% | $82,719+297.5% | $134,475+144.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.28% | 944.92%-959.2pp | 701.18%-715.5pp | 417.96%-432.2pp |
| Employer contribution / active EE | $11,235 | $3,274+243.2% | $3,009+273.4% | $4,740+137.0% |
| Participant deferral / active EE | $6,733 | $4,802+40.2% | $4,395+53.2% | $6,400+5.2% |
| Admin fee / account holder | $1,650 | $5,983-72.4% | $5,329-69.0% | $11,426-85.6% |