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 | $327,864 | $133,958+144.8% | $112,228+192.1% | $134,475+143.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.24% | 47.11%-60.4pp | 27.45%-40.7pp | 417.96%-431.2pp |
| Employer contribution / active EE | $11,900 | $4,038+194.7% | $3,635+227.4% | $4,740+151.1% |
| Participant deferral / active EE | $6,900 | $5,291+30.4% | $4,728+45.9% | $6,400+7.8% |
| Admin fee / account holder | $17,713 | $7,489+136.5% | $6,410+176.3% | $11,426+55.0% |