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 | $332,919 | $99,640+234.1% | $86,436+285.2% | $134,475+147.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.63% | 6782.58%-6798.2pp | 4394.89%-4410.5pp | 417.96%-433.6pp |
| Employer contribution / active EE | $4,334 | $4,400-1.5% | $3,769+15.0% | $4,740-8.6% |
| Participant deferral / active EE | $11,769 | $7,246+62.4% | $6,952+69.3% | $6,400+83.9% |
| Admin fee / account holder | $7,264 | $8,371-13.2% | $6,731+7.9% | $11,426-36.4% |