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 | $343,402 | $92,703+270.4% | $82,719+315.1% | $134,475+155.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.69% | 944.92%-952.6pp | 701.18%-708.9pp | 417.96%-425.7pp |
| Employer contribution / active EE | $4,178 | $3,274+27.6% | $3,009+38.9% | $4,740-11.8% |
| Participant deferral / active EE | $5,535 | $4,802+15.3% | $4,395+25.9% | $6,400-13.5% |
| Admin fee / account holder | $20,782 | $5,983+247.4% | $5,329+290.0% | $11,426+81.9% |