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 | $377,578 | $92,703+307.3% | $82,719+356.5% | $134,475+180.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.23% | 944.92%-955.2pp | 701.18%-711.4pp | 417.96%-428.2pp |
| Employer contribution / active EE | $9,793 | $3,274+199.1% | $3,009+225.5% | $4,740+106.6% |
| Participant deferral / active EE | $6,385 | $4,802+33.0% | $4,395+45.3% | $6,400-0.2% |
| Admin fee / account holder | $15,000 | $5,983+150.7% | $5,329+181.5% | $11,426+31.3% |