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 | $450,924 | $97,757+361.3% | $83,848+437.8% | $135,375+233.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.88% | 1287.37%-1294.2pp | 850.88%-857.8pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,865 | $4,222-55.8% | $3,631-48.6% | $4,779-61.0% |
| Participant deferral / active EE | $9,633 | $4,682+105.7% | $4,082+136.0% | $5,609+71.8% |
| Admin fee / account holder | $20,247 | $6,674+203.4% | $5,478+269.6% | $10,827+87.0% |