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 | $314,138 | $99,640+215.3% | $86,436+263.4% | $134,475+133.6% |
| Participation rate | 94.7% | 82.0%+12.7pp | 80.3%+14.4pp | 81.2%+13.5pp |
| Annual return | -15.90% | 6782.58%-6798.5pp | 4394.89%-4410.8pp | 417.96%-433.9pp |
| Employer contribution / active EE | $7,283 | $4,400+65.5% | $3,769+93.3% | $4,740+53.7% |
| Participant deferral / active EE | $16,098 | $7,246+122.2% | $6,952+131.6% | $6,400+151.5% |
| Admin fee / account holder | $9,869 | $8,371+17.9% | $6,731+46.6% | $11,426-13.6% |