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 | $259,807 | $99,640+160.7% | $86,436+200.6% | $134,475+93.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.71% | 6782.58%-6800.3pp | 4394.89%-4412.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $5,597 | $4,400+27.2% | $3,769+48.5% | $4,740+18.1% |
| Participant deferral / active EE | $20,096 | $7,246+177.3% | $6,952+189.1% | $6,400+214.0% |
| Admin fee / account holder | $5,809 | $8,371-30.6% | $6,731-13.7% | $11,426-49.2% |