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 | $565,922 | $67,331+740.5% | $60,874+829.7% | $134,475+320.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.21% | 49.93%-65.1pp | 16.90%-32.1pp | 417.96%-433.2pp |
| Employer contribution / active EE | $3,559 | $3,096+14.9% | $2,701+31.7% | $4,740-24.9% |
| Participant deferral / active EE | $13,236 | $4,538+191.6% | $3,817+246.8% | $6,400+106.8% |
| Admin fee / account holder | $72,568 | $4,582+1483.7% | $3,224+2150.7% | $11,426+535.1% |