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 | $433,869 | $133,958+223.9% | $112,228+286.6% | $134,475+222.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -3.75% | 47.11%-50.9pp | 27.45%-31.2pp | 417.96%-421.7pp |
| Employer contribution / active EE | $14,374 | $4,038+256.0% | $3,635+295.5% | $4,740+203.3% |
| Participant deferral / active EE | $16,097 | $5,291+204.3% | $4,728+240.5% | $6,400+151.5% |
| Admin fee / account holder | $4,512 | $7,489-39.8% | $6,410-29.6% | $11,426-60.5% |