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 | $302,763 | $133,958+126.0% | $112,228+169.8% | $134,475+125.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.94% | 47.11%-66.1pp | 27.45%-46.4pp | 417.96%-436.9pp |
| Employer contribution / active EE | $19,295 | $4,038+377.8% | $3,635+430.9% | $4,740+307.1% |
| Participant deferral / active EE | $13,231 | $5,291+150.1% | $4,728+179.8% | $6,400+106.7% |
| Admin fee / account holder | $3,791 | $7,489-49.4% | $6,410-40.9% | $11,426-66.8% |