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 | $263,855 | $92,703+184.6% | $82,719+219.0% | $134,475+96.2% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -14.15% | 944.92%-959.1pp | 701.18%-715.3pp | 417.96%-432.1pp |
| Employer contribution / active EE | $4,703 | $3,274+43.7% | $3,009+56.3% | $4,740-0.8% |
| Participant deferral / active EE | $13,483 | $4,802+180.8% | $4,395+206.8% | $6,400+110.7% |
| Admin fee / account holder | $48,400 | $5,983+709.0% | $5,329+808.3% | $11,426+323.6% |