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 | $311,380 | $133,958+132.4% | $112,228+177.5% | $134,475+131.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.21% | 47.11%-67.3pp | 27.45%-47.7pp | 417.96%-438.2pp |
| Employer contribution / active EE | $10,560 | $4,038+161.5% | $3,635+190.5% | $4,740+122.8% |
| Participant deferral / active EE | $9,814 | $5,291+85.5% | $4,728+107.6% | $6,400+53.4% |
| Admin fee / account holder | $4,114 | $7,489-45.1% | $6,410-35.8% | $11,426-64.0% |