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 | $375,347 | $133,958+180.2% | $112,228+234.5% | $134,475+179.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.68% | 47.11%-65.8pp | 27.45%-46.1pp | 417.96%-436.6pp |
| Employer contribution / active EE | $13,263 | $4,038+228.5% | $3,635+264.9% | $4,740+179.8% |
| Participant deferral / active EE | $8,798 | $5,291+66.3% | $4,728+86.1% | $6,400+37.5% |
| Admin fee / account holder | $6,614 | $7,489-11.7% | $6,410+3.2% | $11,426-42.1% |