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 | $255,995 | $129,942+97.0% | $104,294+145.5% | $134,475+90.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.26% | 42.03%-61.3pp | 24.61%-43.9pp | 417.96%-437.2pp |
| Employer contribution / active EE | $16,154 | $4,184+286.1% | $3,372+379.1% | $4,740+240.8% |
| Participant deferral / active EE | $9,828 | $5,588+75.9% | $4,625+112.5% | $6,400+53.6% |
| Admin fee / account holder | $376 | $9,323-96.0% | $7,339-94.9% | $11,426-96.7% |