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 | $306,442 | $133,958+128.8% | $112,228+173.1% | $134,475+127.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.89% | 47.11%-65.0pp | 27.45%-45.3pp | 417.96%-435.9pp |
| Employer contribution / active EE | $9,742 | $4,038+141.3% | $3,635+168.0% | $4,740+105.5% |
| Participant deferral / active EE | $9,153 | $5,291+73.0% | $4,728+93.6% | $6,400+43.0% |
| Admin fee / account holder | $512 | $7,489-93.2% | $6,410-92.0% | $11,426-95.5% |