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 | $1,208,096 | $133,958+801.8% | $112,228+976.5% | $134,475+798.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.70% | 47.11%-64.8pp | 27.45%-45.2pp | 417.96%-435.7pp |
| Employer contribution / active EE | $5,777 | $4,038+43.1% | $3,635+59.0% | $4,740+21.9% |
| Participant deferral / active EE | $8,520 | $5,291+61.0% | $4,728+80.2% | $6,400+33.1% |
| Admin fee / account holder | $82,924 | $7,489+1007.3% | $6,410+1193.7% | $11,426+625.8% |