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 | $268,778 | $133,958+100.6% | $112,228+139.5% | $134,475+99.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.49% | 47.11%-55.6pp | 27.45%-35.9pp | 417.96%-426.5pp |
| Employer contribution / active EE | $14,583 | $4,038+261.2% | $3,635+301.2% | $4,740+207.7% |
| Participant deferral / active EE | $1,758 | $5,291-66.8% | $4,728-62.8% | $6,400-72.5% |
| Admin fee / account holder | $5,796 | $7,489-22.6% | $6,410-9.6% | $11,426-49.3% |