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 | $361,542 | $93,024+288.7% | $77,024+369.4% | $134,475+168.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.91% | 62.60%-79.5pp | 42.32%-59.2pp | 417.96%-434.9pp |
| Employer contribution / active EE | $22,327 | $3,418+553.2% | $2,812+693.9% | $4,740+371.1% |
| Participant deferral / active EE | $3,511 | $5,238-33.0% | $4,426-20.7% | $6,400-45.1% |
| Admin fee / account holder | $6,609 | $6,944-4.8% | $5,425+21.8% | $11,426-42.2% |