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 | $290,721 | $129,942+123.7% | $104,294+178.8% | $134,475+116.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.09% | 42.03%-61.1pp | 24.61%-43.7pp | 417.96%-437.1pp |
| Employer contribution / active EE | $4,099 | $4,184-2.0% | $3,372+21.6% | $4,740-13.5% |
| Participant deferral / active EE | $10,208 | $5,588+82.7% | $4,625+120.7% | $6,400+59.5% |
| Admin fee / account holder | $1,300 | $9,323-86.1% | $7,339-82.3% | $11,426-88.6% |