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 | $253,708 | $101,283+150.5% | $75,826+234.6% | $135,375+87.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -6.50% | 3384.62%-3391.1pp | 1914.15%-1920.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $4,612 | $2,382+93.6% | $1,913+141.0% | $4,779-3.5% |
| Participant deferral / active EE | $10,510 | $3,469+203.0% | $2,862+267.2% | $5,609+87.4% |
| Admin fee / account holder | $24,220 | $6,539+270.4% | $4,726+412.5% | $10,827+123.7% |