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 9-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 | $275,879 | $152,509+80.9% | $117,472+134.8% | $134,475+105.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.05% | 52.99%-68.0pp | 29.74%-44.8pp | 417.96%-433.0pp |
| Employer contribution / active EE | $3,696 | $5,571-33.7% | $4,176-11.5% | $4,740-22.0% |
| Participant deferral / active EE | $9,407 | $4,818+95.3% | $4,070+131.1% | $6,400+47.0% |
| Admin fee / account holder | $4,506 | $7,004-35.7% | $5,645-20.2% | $11,426-60.6% |