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 | $297,675 | $106,543+179.4% | $91,220+226.3% | $134,475+121.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.71% | 160.60%-176.3pp | 114.01%-129.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $5,870 | $3,331+76.2% | $2,850+106.0% | $4,740+23.8% |
| Participant deferral / active EE | $11,094 | $4,719+135.1% | $4,234+162.1% | $6,400+73.4% |
| Admin fee / account holder | $11,308 | $6,231+81.5% | $5,420+108.6% | $11,426-1.0% |