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 | $319,050 | $92,703+244.2% | $82,719+285.7% | $134,475+137.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -8.45% | 944.92%-953.4pp | 701.18%-709.6pp | 417.96%-426.4pp |
| Employer contribution / active EE | $2,334 | $3,274-28.7% | $3,009-22.4% | $4,740-50.7% |
| Participant deferral / active EE | $7,220 | $4,802+50.4% | $4,395+64.3% | $6,400+12.8% |
| Admin fee / account holder | $15,417 | $5,983+157.7% | $5,329+189.3% | $11,426+34.9% |