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 | $953,405 | $92,703+928.5% | $82,719+1052.6% | $134,475+609.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.31% | 944.92%-961.2pp | 701.18%-717.5pp | 417.96%-434.3pp |
| Employer contribution / active EE | $16,057 | $3,274+390.5% | $3,009+433.6% | $4,740+238.8% |
| Participant deferral / active EE | $21,152 | $4,802+340.5% | $4,395+381.3% | $6,400+230.5% |
| Admin fee / account holder | $142,914 | $5,983+2288.9% | $5,329+2581.9% | $11,426+1150.8% |