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 | $405,577 | $97,757+314.9% | $83,848+383.7% | $135,375+199.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.53% | 1287.37%-1295.9pp | 850.88%-859.4pp | 519.73%-528.3pp |
| Employer contribution / active EE | $3,161 | $4,222-25.1% | $3,631-13.0% | $4,779-33.9% |
| Participant deferral / active EE | $16,380 | $4,682+249.8% | $4,082+301.3% | $5,609+192.0% |
| Admin fee / account holder | $5,653 | $6,674-15.3% | $5,478+3.2% | $10,827-47.8% |