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 | $340,896 | $92,703+267.7% | $82,719+312.1% | $134,475+153.5% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -12.52% | 944.92%-957.4pp | 701.18%-713.7pp | 417.96%-430.5pp |
| Employer contribution / active EE | $9,403 | $3,274+187.2% | $3,009+212.5% | $4,740+98.4% |
| Participant deferral / active EE | $2,265 | $4,802-52.8% | $4,395-48.5% | $6,400-64.6% |
| Admin fee / account holder | $1,393 | $5,983-76.7% | $5,329-73.9% | $11,426-87.8% |