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 | $371,481 | $104,106+256.8% | $71,086+422.6% | $135,375+174.4% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.7%+20.3pp | 82.6%-7.6pp |
| Annual return | -5.79% | 1256.30%-1262.1pp | 650.59%-656.4pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,616 | $1,485+8.8% | $1,088+48.5% | $4,779-66.2% |
| Participant deferral / active EE | $8,857 | $2,527+250.5% | $1,874+372.6% | $5,609+57.9% |
| Admin fee / account holder | $416 | $4,142-89.9% | $3,082-86.5% | $10,827-96.2% |