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 | $353,311 | $152,509+131.7% | $117,472+200.8% | $134,475+162.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.67% | 52.99%-72.7pp | 29.74%-49.4pp | 417.96%-437.6pp |
| Employer contribution / active EE | $6,430 | $5,571+15.4% | $4,176+54.0% | $4,740+35.7% |
| Participant deferral / active EE | $12,860 | $4,818+166.9% | $4,070+216.0% | $6,400+100.9% |
| Admin fee / account holder | $726 | $7,004-89.6% | $5,645-87.1% | $11,426-93.6% |