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 | $270,018 | $92,703+191.3% | $82,719+226.4% | $134,475+100.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -4.50% | 944.92%-949.4pp | 701.18%-705.7pp | 417.96%-422.5pp |
| Employer contribution / active EE | $4,101 | $3,274+25.3% | $3,009+36.3% | $4,740-13.5% |
| Participant deferral / active EE | $10,100 | $4,802+110.3% | $4,395+129.8% | $6,400+57.8% |
| Admin fee / account holder | $383 | $5,983-93.6% | $5,329-92.8% | $11,426-96.7% |