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 | $467,922 | $133,958+249.3% | $112,228+316.9% | $134,475+248.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -6.46% | 47.11%-53.6pp | 27.45%-33.9pp | 417.96%-424.4pp |
| Employer contribution / active EE | $19,276 | $4,038+377.4% | $3,635+430.3% | $4,740+306.7% |
| Participant deferral / active EE | $14,822 | $5,291+180.2% | $4,728+213.5% | $6,400+131.6% |
| Admin fee / account holder | $36,529 | $7,489+387.8% | $6,410+469.9% | $11,426+219.7% |