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 | $366,170 | $93,024+293.6% | $77,024+375.4% | $134,475+172.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.04% | 62.60%-81.6pp | 42.32%-61.4pp | 417.96%-437.0pp |
| Employer contribution / active EE | $37,606 | $3,418+1000.3% | $2,812+1237.2% | $4,740+693.4% |
| Participant deferral / active EE | $27,000 | $5,238+415.5% | $4,426+510.0% | $6,400+321.9% |
| Admin fee / account holder | $7,605 | $6,944+9.5% | $5,425+40.2% | $11,426-33.4% |