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 | $433,944 | $88,594+389.8% | $70,092+519.1% | $134,475+222.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.69% | 442.67%-460.4pp | 190.73%-208.4pp | 417.96%-435.7pp |
| Employer contribution / active EE | $9,081 | $3,233+180.9% | $2,559+254.9% | $4,740+91.6% |
| Participant deferral / active EE | $8,904 | $4,772+86.6% | $3,849+131.4% | $6,400+39.1% |
| Admin fee / account holder | $10,326 | $10,441-1.1% | $6,267+64.8% | $11,426-9.6% |