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 | $512,948 | $95,971+434.5% | $74,550+588.1% | $135,375+278.9% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -3.66% | 56.96%-60.6pp | 32.53%-36.2pp | 519.73%-523.4pp |
| Employer contribution / active EE | $16,084 | $2,716+492.2% | $1,961+720.2% | $4,779+236.6% |
| Participant deferral / active EE | $2,743 | $3,843-28.6% | $3,108-11.7% | $5,609-51.1% |
| Admin fee / account holder | $23,231 | $6,522+256.2% | $5,060+359.2% | $10,827+114.6% |