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 | $346,478 | $133,958+158.6% | $112,228+208.7% | $134,475+157.7% |
| 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 | $8,543 | $4,038+111.6% | $3,635+135.0% | $4,740+80.2% |
| Participant deferral / active EE | $9,922 | $5,291+87.5% | $4,728+109.9% | $6,400+55.0% |
| Admin fee / account holder | $75,291 | $7,489+905.4% | $6,410+1074.6% | $11,426+559.0% |