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 | $275,983 | $133,958+106.0% | $112,228+145.9% | $134,475+105.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.01% | 47.11%-65.1pp | 27.45%-45.5pp | 417.96%-436.0pp |
| Employer contribution / active EE | $6,526 | $4,038+61.6% | $3,635+79.6% | $4,740+37.7% |
| Participant deferral / active EE | $18,158 | $5,291+243.2% | $4,728+284.0% | $6,400+183.7% |
| Admin fee / account holder | $150,935 | $7,489+1915.5% | $6,410+2254.7% | $11,426+1221.0% |