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 | $444,522 | $84,402+426.7% | $61,373+624.3% | $134,475+230.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -13.43% | 584.55%-598.0pp | 338.61%-352.0pp | 417.96%-431.4pp |
| Employer contribution / active EE | $23,705 | $1,544+1434.9% | $1,159+1944.6% | $4,740+400.1% |
| Participant deferral / active EE | $10,153 | $2,819+260.2% | $2,125+377.8% | $6,400+58.6% |
| Admin fee / account holder | $4,483 | $2,585+73.4% | $2,130+110.5% | $11,426-60.8% |