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 | $307,556 | $90,600+239.5% | $79,464+287.0% | $135,375+127.2% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -6.95% | 977.43%-984.4pp | 718.14%-725.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $4,160 | $3,068+35.6% | $2,800+48.5% | $4,779-12.9% |
| Participant deferral / active EE | $9,659 | $4,050+138.5% | $3,704+160.8% | $5,609+72.2% |
| Admin fee / account holder | $158,102 | $5,907+2576.6% | $5,113+2992.2% | $10,827+1360.2% |