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 | $472,811 | $117,690+301.7% | $71,735+559.1% | $134,475+251.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -12.08% | 25.44%-37.5pp | 9.14%-21.2pp | 417.96%-430.0pp |
| Employer contribution / active EE | $8,750 | $2,525+246.6% | $1,704+413.5% | $4,740+84.6% |
| Participant deferral / active EE | $4,875 | $3,759+29.7% | $2,658+83.4% | $6,400-23.8% |
| Admin fee / account holder | $16,206 | $6,379+154.0% | $3,974+307.8% | $11,426+41.8% |