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 | $254,021 | $129,942+95.5% | $104,294+143.6% | $134,475+88.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -4.73% | 42.03%-46.8pp | 24.61%-29.3pp | 417.96%-422.7pp |
| Employer contribution / active EE | $8,246 | $4,184+97.1% | $3,372+144.6% | $4,740+74.0% |
| Participant deferral / active EE | $12,809 | $5,588+129.2% | $4,625+177.0% | $6,400+100.2% |
| Admin fee / account holder | $5,940 | $9,323-36.3% | $7,339-19.1% | $11,426-48.0% |