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 | $338,466 | $92,703+265.1% | $82,719+309.2% | $134,475+151.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.00% | 944.92%-958.9pp | 701.18%-715.2pp | 417.96%-432.0pp |
| Employer contribution / active EE | $32,699 | $3,274+898.8% | $3,009+986.7% | $4,740+589.9% |
| Participant deferral / active EE | $9,766 | $4,802+103.4% | $4,395+122.2% | $6,400+52.6% |
| Admin fee / account holder | $65,349 | $5,983+992.3% | $5,329+1126.3% | $11,426+471.9% |