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 | $354,378 | $133,958+164.5% | $112,228+215.8% | $134,475+163.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.22% | 47.11%-57.3pp | 27.45%-37.7pp | 417.96%-428.2pp |
| Employer contribution / active EE | $22,997 | $4,038+469.5% | $3,635+532.7% | $4,740+385.2% |
| Participant deferral / active EE | $12,810 | $5,291+142.1% | $4,728+170.9% | $6,400+100.2% |
| Admin fee / account holder | $5,227 | $7,489-30.2% | $6,410-18.5% | $11,426-54.3% |