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 | $373,286 | $92,703+302.7% | $82,719+351.3% | $134,475+177.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.77% | 944.92%-965.7pp | 701.18%-721.9pp | 417.96%-438.7pp |
| Employer contribution / active EE | $5,691 | $3,274+73.8% | $3,009+89.1% | $4,740+20.1% |
| Participant deferral / active EE | $17,461 | $4,802+263.6% | $4,395+297.3% | $6,400+172.8% |
| Admin fee / account holder | $81,334 | $5,983+1259.5% | $5,329+1426.3% | $11,426+611.8% |