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 | $413,642 | $133,958+208.8% | $112,228+268.6% | $134,475+207.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -7.33% | 47.11%-54.4pp | 27.45%-34.8pp | 417.96%-425.3pp |
| Employer contribution / active EE | $26,367 | $4,038+553.0% | $3,635+625.4% | $4,740+456.3% |
| Participant deferral / active EE | $10,031 | $5,291+89.6% | $4,728+112.2% | $6,400+56.7% |
| Admin fee / account holder | $4,400 | $7,489-41.2% | $6,410-31.4% | $11,426-61.5% |