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 7-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 | $473,758 | $133,958+253.7% | $112,228+322.1% | $134,475+252.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.94% | 47.11%-62.1pp | 27.45%-42.4pp | 417.96%-432.9pp |
| Employer contribution / active EE | $4,523 | $4,038+12.0% | $3,635+24.5% | $4,740-4.6% |
| Participant deferral / active EE | $15,600 | $5,291+194.9% | $4,728+230.0% | $6,400+143.8% |
| Admin fee / account holder | $3,569 | $7,489-52.3% | $6,410-44.3% | $11,426-68.8% |