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 | $322,141 | $106,543+202.4% | $91,220+253.1% | $134,475+139.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.24% | 160.60%-175.8pp | 114.01%-129.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $16,294 | $3,331+389.2% | $2,850+471.7% | $4,740+243.8% |
| Participant deferral / active EE | $9,417 | $4,719+99.6% | $4,234+122.4% | $6,400+47.1% |
| Admin fee / account holder | $1,057 | $6,231-83.0% | $5,420-80.5% | $11,426-90.8% |