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 | $267,006 | $92,703+188.0% | $82,719+222.8% | $134,475+98.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.66% | 944.92%-957.6pp | 701.18%-713.8pp | 417.96%-430.6pp |
| Employer contribution / active EE | $16,403 | $3,274+401.0% | $3,009+445.1% | $4,740+246.1% |
| Participant deferral / active EE | $10,930 | $4,802+127.6% | $4,395+148.7% | $6,400+70.8% |
| Admin fee / account holder | $40,309 | $5,983+573.8% | $5,329+656.4% | $11,426+252.8% |