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 | $501,161 | $97,757+412.7% | $83,848+497.7% | $135,375+270.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.18% | 1287.37%-1293.5pp | 850.88%-857.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,866 | $4,222-55.8% | $3,631-48.6% | $4,779-61.0% |
| Participant deferral / active EE | $12,250 | $4,682+161.6% | $4,082+200.1% | $5,609+118.4% |
| Admin fee / account holder | $4,276 | $6,674-35.9% | $5,478-21.9% | $10,827-60.5% |