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 9-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 | $691,172 | $92,703+645.6% | $82,719+735.6% | $134,475+414.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.11% | 944.92%-963.0pp | 701.18%-719.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,121 | $3,274-35.2% | $3,009-29.5% | $4,740-55.3% |
| Participant deferral / active EE | $19,147 | $4,802+298.7% | $4,395+335.7% | $6,400+199.2% |
| Admin fee / account holder | $3,716 | $5,983-37.9% | $5,329-30.3% | $11,426-67.5% |