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 | $727,164 | $67,331+980.0% | $60,874+1094.5% | $134,475+440.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.88% | 49.93%-63.8pp | 16.90%-30.8pp | 417.96%-431.8pp |
| Employer contribution / active EE | $13,490 | $3,096+335.7% | $2,701+399.4% | $4,740+184.6% |
| Participant deferral / active EE | $13,508 | $4,538+197.6% | $3,817+253.9% | $6,400+111.1% |
| Admin fee / account holder | $8,275 | $4,582+80.6% | $3,224+156.7% | $11,426-27.6% |