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 | $333,875 | $99,640+235.1% | $86,436+286.3% | $134,475+148.3% |
| Participation rate | 70.0% | 82.0%-12.0pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -15.10% | 6782.58%-6797.7pp | 4394.89%-4410.0pp | 417.96%-433.1pp |
| Employer contribution / active EE | $5,073 | $4,400+15.3% | $3,769+34.6% | $4,740+7.0% |
| Participant deferral / active EE | $11,158 | $7,246+54.0% | $6,952+60.5% | $6,400+74.3% |
| Admin fee / account holder | $28,700 | $8,371+242.8% | $6,731+326.4% | $11,426+151.2% |