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 | $272,645 | $133,958+103.5% | $112,228+142.9% | $134,475+102.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.25% | 47.11%-57.4pp | 27.45%-37.7pp | 417.96%-428.2pp |
| Employer contribution / active EE | $29,982 | $4,038+642.5% | $3,635+724.9% | $4,740+532.6% |
| Participant deferral / active EE | $5,734 | $5,291+8.4% | $4,728+21.3% | $6,400-10.4% |
| Admin fee / account holder | $11,205 | $7,489+49.6% | $6,410+74.8% | $11,426-1.9% |