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 | $374,317 | $129,942+188.1% | $104,294+258.9% | $134,475+178.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.28% | 42.03%-55.3pp | 24.61%-37.9pp | 417.96%-431.2pp |
| Employer contribution / active EE | $7,212 | $4,184+72.4% | $3,372+113.9% | $4,740+52.2% |
| Participant deferral / active EE | $12,676 | $5,588+126.9% | $4,625+174.1% | $6,400+98.1% |
| Admin fee / account holder | $141,282 | $9,323+1415.4% | $7,339+1825.0% | $11,426+1136.5% |