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 | $413,414 | $75,828+445.2% | $147,614+180.1% | $59,632+593.3% |
| Participation rate | 89.3% | 71.6%+17.7pp | 84.6%+4.7pp | 68.7%+20.6pp |
| Annual return | -2.65% | 0.37%-3.0pp | 61.98%-64.6pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $27,707 | $3,485+695.1% | $5,564+397.9% | $2,203+1157.9% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,248 | $5,985-79.1% | $11,611-89.3% | $4,297-71.0% |