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 | $677,213 | $133,958+405.5% | $112,228+503.4% | $134,475+403.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.97% | 47.11%-64.1pp | 27.45%-44.4pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,118 | $4,038-72.3% | $3,635-69.3% | $4,740-76.4% |
| Participant deferral / active EE | $10,887 | $5,291+105.8% | $4,728+130.3% | $6,400+70.1% |
| Admin fee / account holder | $5,036 | $7,489-32.8% | $6,410-21.4% | $11,426-55.9% |