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 | $346,134 | $99,640+247.4% | $86,436+300.5% | $134,475+157.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.40% | 6782.58%-6801.0pp | 4394.89%-4413.3pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,716 | $4,400-61.0% | $3,769-54.5% | $4,740-63.8% |
| Participant deferral / active EE | $9,115 | $7,246+25.8% | $6,952+31.1% | $6,400+42.4% |
| Admin fee / account holder | $27,038 | $8,371+223.0% | $6,731+301.7% | $11,426+136.6% |