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 | $305,785 | $133,958+128.3% | $112,228+172.5% | $134,475+127.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.90% | 47.11%-61.0pp | 27.45%-41.4pp | 417.96%-431.9pp |
| Employer contribution / active EE | $21,139 | $4,038+423.5% | $3,635+481.6% | $4,740+346.0% |
| Participant deferral / active EE | $14,220 | $5,291+168.8% | $4,728+200.8% | $6,400+122.2% |
| Admin fee / account holder | $9,157 | $7,489+22.3% | $6,410+42.9% | $11,426-19.9% |