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 | $656,398 | $133,958+390.0% | $112,228+484.9% | $134,475+388.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -5.88% | 47.11%-53.0pp | 27.45%-33.3pp | 417.96%-423.8pp |
| Employer contribution / active EE | $2,175 | $4,038-46.1% | $3,635-40.2% | $4,740-54.1% |
| Participant deferral / active EE | $8,474 | $5,291+60.2% | $4,728+79.2% | $6,400+32.4% |
| Admin fee / account holder | $11,660 | $7,489+55.7% | $6,410+81.9% | $11,426+2.0% |