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 | $705,137 | $90,600+678.3% | $79,464+787.4% | $135,375+420.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.74% | 977.43%-986.2pp | 718.14%-726.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $15,196 | $3,068+395.3% | $2,800+442.6% | $4,779+218.0% |
| Participant deferral / active EE | $9,800 | $4,050+142.0% | $3,704+164.6% | $5,609+74.7% |
| Admin fee / account holder | $3,917 | $5,907-33.7% | $5,113-23.4% | $10,827-63.8% |