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 | $296,317 | $92,703+219.6% | $82,719+258.2% | $134,475+120.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.39% | 944.92%-959.3pp | 701.18%-715.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $7,140 | $3,274+118.1% | $3,009+137.3% | $4,740+50.7% |
| Participant deferral / active EE | $8,561 | $4,802+78.3% | $4,395+94.8% | $6,400+33.8% |
| Admin fee / account holder | $2,333 | $5,983-61.0% | $5,329-56.2% | $11,426-79.6% |