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 | $388,997 | $140,578+176.7% | $100,671+286.4% | $125,391+210.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -2.44% | 24.67%-27.1pp | 20.43%-22.9pp | 282.22%-284.7pp |
| Employer contribution / active EE | $3,330 | $5,965-44.2% | $4,012-17.0% | $4,866-31.6% |
| Participant deferral / active EE | $8,400 | $3,981+111.0% | $3,144+167.2% | $5,352+57.0% |
| Admin fee / account holder | $18,203 | $6,716+171.0% | $4,850+275.3% | $9,540+90.8% |