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 | $299,874 | $95,971+212.5% | $74,550+302.2% | $135,375+121.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.60% | 56.96%-62.6pp | 32.53%-38.1pp | 519.73%-525.3pp |
| Employer contribution / active EE | $14,358 | $2,716+428.6% | $1,961+632.2% | $4,779+200.4% |
| Participant deferral / active EE | $13,065 | $3,843+239.9% | $3,108+320.3% | $5,609+132.9% |
| Admin fee / account holder | $2,102 | $6,522-67.8% | $5,060-58.5% | $10,827-80.6% |