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 | $289,405 | $133,958+116.0% | $112,228+157.9% | $134,475+115.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.52% | 47.11%-65.6pp | 27.45%-46.0pp | 417.96%-436.5pp |
| Employer contribution / active EE | $11,574 | $4,038+186.6% | $3,635+218.4% | $4,740+144.2% |
| Participant deferral / active EE | $11,395 | $5,291+115.4% | $4,728+141.0% | $6,400+78.1% |
| Admin fee / account holder | $1,836 | $7,489-75.5% | $6,410-71.4% | $11,426-83.9% |