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 | $599,036 | $152,509+292.8% | $117,472+409.9% | $134,475+345.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -11.61% | 52.99%-64.6pp | 29.74%-41.3pp | 417.96%-429.6pp |
| Employer contribution / active EE | $1,000 | $5,571-82.0% | $4,176-76.1% | $4,740-78.9% |
| Participant deferral / active EE | $7,585 | $4,818+57.4% | $4,070+86.3% | $6,400+18.5% |
| Admin fee / account holder | $32,608 | $7,004+365.6% | $5,645+477.7% | $11,426+185.4% |