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 | $530,978 | $92,703+472.8% | $82,719+541.9% | $134,475+294.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.61% | 944.92%-959.5pp | 701.18%-715.8pp | 417.96%-432.6pp |
| Employer contribution / active EE | $39,454 | $3,274+1105.1% | $3,009+1211.2% | $4,740+732.4% |
| Participant deferral / active EE | $8,365 | $4,802+74.2% | $4,395+90.3% | $6,400+30.7% |
| Admin fee / account holder | $346,735 | $5,983+5695.8% | $5,329+6406.7% | $11,426+2934.6% |