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 | $657,965 | $92,703+609.8% | $82,719+695.4% | $134,475+389.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.90% | 944.92%-962.8pp | 701.18%-719.1pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,300 | $3,274-29.7% | $3,009-23.6% | $4,740-51.5% |
| Participant deferral / active EE | $14,375 | $4,802+199.4% | $4,395+227.1% | $6,400+124.6% |
| Admin fee / account holder | $55,181 | $5,983+822.4% | $5,329+935.5% | $11,426+382.9% |