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 | $630,657 | $135,635+365.0% | $110,238+472.1% | $135,375+365.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.85% | 513.19%-520.0pp | 314.74%-321.6pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,586 | $4,906-67.7% | $3,826-58.6% | $4,779-66.8% |
| Participant deferral / active EE | $5,365 | $5,506-2.6% | $4,672+14.8% | $5,609-4.3% |
| Admin fee / account holder | $30,026 | $11,457+162.1% | $8,547+251.3% | $10,827+177.3% |