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 | $261,485 | $133,958+95.2% | $112,228+133.0% | $134,475+94.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.37% | 47.11%-59.5pp | 27.45%-39.8pp | 417.96%-430.3pp |
| Employer contribution / active EE | $16,718 | $4,038+314.0% | $3,635+360.0% | $4,740+252.7% |
| Participant deferral / active EE | $1,924 | $5,291-63.6% | $4,728-59.3% | $6,400-69.9% |
| Admin fee / account holder | $4,268 | $7,489-43.0% | $6,410-33.4% | $11,426-62.6% |