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 | $352,966 | $92,703+280.8% | $82,719+326.7% | $134,475+162.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.73% | 944.92%-960.7pp | 701.18%-716.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $9,005 | $3,274+175.0% | $3,009+199.3% | $4,740+90.0% |
| Participant deferral / active EE | $3,984 | $4,802-17.0% | $4,395-9.4% | $6,400-37.7% |
| Admin fee / account holder | $29,114 | $5,983+386.6% | $5,329+446.3% | $11,426+154.8% |