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 5-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 | $340,782 | $67,331+406.1% | $60,874+459.8% | $134,475+153.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.25% | 49.93%-68.2pp | 16.90%-35.1pp | 417.96%-436.2pp |
| Employer contribution / active EE | $7,546 | $3,096+143.7% | $2,701+179.3% | $4,740+59.2% |
| Participant deferral / active EE | $7,638 | $4,538+68.3% | $3,817+100.1% | $6,400+19.3% |
| Admin fee / account holder | $3,420 | $4,582-25.4% | $3,224+6.1% | $11,426-70.1% |