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 | $253,021 | $133,958+88.9% | $112,228+125.5% | $134,475+88.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.85% | 47.11%-63.0pp | 27.45%-43.3pp | 417.96%-433.8pp |
| Employer contribution / active EE | $15,582 | $4,038+285.9% | $3,635+328.7% | $4,740+228.8% |
| Participant deferral / active EE | $15,372 | $5,291+190.6% | $4,728+225.1% | $6,400+140.2% |
| Admin fee / account holder | $2,274 | $7,489-69.6% | $6,410-64.5% | $11,426-80.1% |