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 | $267,374 | $104,106+156.8% | $71,086+276.1% | $135,375+97.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -10.36% | 1256.30%-1266.7pp | 650.59%-660.9pp | 519.73%-530.1pp |
| Employer contribution / active EE | $19,726 | $1,485+1228.4% | $1,088+1713.5% | $4,779+312.8% |
| Participant deferral / active EE | $9,286 | $2,527+267.5% | $1,874+395.5% | $5,609+65.6% |
| Admin fee / account holder | $4,988 | $4,142+20.4% | $3,082+61.8% | $10,827-53.9% |