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 | $285,296 | $133,958+113.0% | $112,228+154.2% | $134,475+112.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.19% | 47.11%-62.3pp | 27.45%-42.6pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,495 | $4,038-38.2% | $3,635-31.4% | $4,740-47.4% |
| Participant deferral / active EE | $14,863 | $5,291+180.9% | $4,728+214.4% | $6,400+132.2% |
| Admin fee / account holder | $4,431 | $7,489-40.8% | $6,410-30.9% | $11,426-61.2% |