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 | $282,403 | $104,106+171.3% | $71,086+297.3% | $135,375+108.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -2.12% | 1256.30%-1258.4pp | 650.59%-652.7pp | 519.73%-521.9pp |
| Employer contribution / active EE | $14,213 | $1,485+857.1% | $1,088+1206.7% | $4,779+197.4% |
| Participant deferral / active EE | $10,000 | $2,527+295.7% | $1,874+433.5% | $5,609+78.3% |
| Admin fee / account holder | $2,748 | $4,142-33.7% | $3,082-10.8% | $10,827-74.6% |