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 | $793,092 | $92,703+755.5% | $82,719+858.8% | $134,475+489.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.95% | 944.92%-961.9pp | 701.18%-718.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $26,088 | $3,274+696.9% | $3,009+767.0% | $4,740+450.4% |
| Participant deferral / active EE | $18,929 | $4,802+294.2% | $4,395+330.7% | $6,400+195.8% |
| Admin fee / account holder | $3,339 | $5,983-44.2% | $5,329-37.3% | $11,426-70.8% |