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 | $305,234 | $84,695+260.4% | $73,843+313.4% | $125,391+143.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.17% | 3123.53%-3124.7pp | 2267.84%-2269.0pp | 282.22%-283.4pp |
| Employer contribution / active EE | $9,135 | $3,123+192.5% | $2,787+227.7% | $4,866+87.7% |
| Participant deferral / active EE | $6,105 | $3,992+52.9% | $3,583+70.4% | $5,352+14.1% |
| Admin fee / account holder | $610 | $5,691-89.3% | $4,880-87.5% | $9,540-93.6% |