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 | $345,435 | $133,958+157.9% | $112,228+207.8% | $134,475+156.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.75% | 47.11%-65.9pp | 27.45%-46.2pp | 417.96%-436.7pp |
| Employer contribution / active EE | $26,904 | $4,038+566.3% | $3,635+640.2% | $4,740+467.6% |
| Participant deferral / active EE | $1,537 | $5,291-70.9% | $4,728-67.5% | $6,400-76.0% |
| Admin fee / account holder | $2,718 | $7,489-63.7% | $6,410-57.6% | $11,426-76.2% |