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 | $582,924 | $67,331+765.8% | $60,874+857.6% | $134,475+333.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -19.05% | 49.93%-69.0pp | 16.90%-35.9pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,200 | $3,096-61.2% | $2,701-55.6% | $4,740-74.7% |
| Participant deferral / active EE | $16,500 | $4,538+263.6% | $3,817+332.3% | $6,400+157.8% |
| Admin fee / account holder | $520 | $4,582-88.7% | $3,224-83.9% | $11,426-95.4% |