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 | $285,099 | $133,958+112.8% | $112,228+154.0% | $134,475+112.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.44% | 47.11%-58.6pp | 27.45%-38.9pp | 417.96%-429.4pp |
| Employer contribution / active EE | $1,528 | $4,038-62.2% | $3,635-58.0% | $4,740-67.8% |
| Participant deferral / active EE | $2,260 | $5,291-57.3% | $4,728-52.2% | $6,400-64.7% |
| Admin fee / account holder | $3,156 | $7,489-57.9% | $6,410-50.8% | $11,426-72.4% |