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 | $429,416 | $133,958+220.6% | $112,228+282.6% | $134,475+219.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.09% | 47.11%-59.2pp | 27.45%-39.5pp | 417.96%-430.1pp |
| Employer contribution / active EE | $17,172 | $4,038+325.2% | $3,635+372.4% | $4,740+262.3% |
| Participant deferral / active EE | $8,582 | $5,291+62.2% | $4,728+81.5% | $6,400+34.1% |
| Admin fee / account holder | $5,447 | $7,489-27.3% | $6,410-15.0% | $11,426-52.3% |