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 | $997,685 | $106,543+836.4% | $91,220+993.7% | $134,475+641.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.47% | 160.60%-178.1pp | 114.01%-131.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $39,149 | $3,331+1075.5% | $2,850+1273.6% | $4,740+726.0% |
| Participant deferral / active EE | $1,780 | $4,719-62.3% | $4,234-58.0% | $6,400-72.2% |
| Admin fee / account holder | $405 | $6,231-93.5% | $5,420-92.5% | $11,426-96.5% |