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 | $350,886 | $99,640+252.2% | $86,436+305.9% | $134,475+160.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.18% | 6782.58%-6795.8pp | 4394.89%-4408.1pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,915 | $4,400-56.5% | $3,769-49.2% | $4,740-59.6% |
| Participant deferral / active EE | $7,209 | $7,246-0.5% | $6,952+3.7% | $6,400+12.7% |
| Admin fee / account holder | $70,129 | $8,371+737.7% | $6,731+941.9% | $11,426+513.8% |