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 | $665,019 | $92,703+617.4% | $82,719+703.9% | $134,475+394.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.68% | 944.92%-964.6pp | 701.18%-720.9pp | 417.96%-437.6pp |
| Employer contribution / active EE | $12,285 | $3,274+275.2% | $3,009+308.3% | $4,740+159.2% |
| Participant deferral / active EE | $19,739 | $4,802+311.1% | $4,395+349.1% | $6,400+208.4% |
| Admin fee / account holder | $639 | $5,983-89.3% | $5,329-88.0% | $11,426-94.4% |